The Career Transition Fund Worksheet

The framework for knowing what you need saved before you make your next career move.

If you changed jobs tomorrow, how long could your finances actually support you?

Most six figure earners cannot answer that with a real number. They have a feeling, not a plan.

This worksheet gives you the plan.

It walks you through 11 real components of financial readiness (income, benefits, taxes, relocation, education, and more), calculates your total automatically, and shows you exactly what to save weekly, monthly, or yearly to reach it.

Financially ready is not a personality trait. It is a plan.

What you get:

• Know your real number. 11 components, not a guess.

• Every dollar has a job. The math calculates for you, instantly.

• See your path. Choose your timeline and see what to save per week, month, or year.

Built for your situation.

Mark what applies to you, whether you're employed, pivoting into entrepreneurship, or already running a business.

Get instant access, $27

What do I get?

An instant digital download: an interactive Excel workbook with the math built in, plus a printable version.

Do I need to be good at Excel?

No. Every cell you fill in is marked, and your total calculates on its own.

What if I want more support after I see my number? Book a free Bridge the Gap Strategy Session and we'll go through it together.