Meet your Severance X Ray

A plot twist for your career.
Let’s untangle the money part.

Severance. Stock. Benefits. A lot of tabs open? Answer five quick questions about your situation. See what applies to you, the rules most people miss, and your dates.

Take my X Ray

Five questions. No account or documents needed.
See your results without booking a call.

Built by Jake SongFinancial Advisor at McCune Whiteley Wealth Management

Sound familiar?

A few things
on your mind…

My stock

What happens when I leave?

My severance

What do I need to understand?

My coverage

COBRA or another option?

My money

How long could it last?

A peek at your X Ray

All those tabs.
A little more sorted.

See what applies to you, the rules people miss, and which question to ask next.

Your money. Your starting point.

A few examples of what you can untangle.

Scroll through stock, severance, coverage and cash ↓Pick a topic to see an example

A few questions on your mind.

My stock

A question to take with you

Which dates apply to each grant after I leave?

Ask your stock plan administrator.

Your starting point

Let’s untangle one.

Pick what’s on your mind. We’ll take it from there.

Pick a topic to begin

What’s taking up the most brain space?

Choose one to start. That topic ranks higher in your findings.

Good questions

Before you untangle.

What do I get?

A ranked list of findings for your situation. Each one shows what applies to you, a rule most people don’t know, your dates, and a source. You also get questions ready to send to HR, your stock plan, your 401(k) plan, or a tax pro. It doesn’t review your agreements or calculate your finances.

Do I need documents or account balances?

No uploads or balances are needed. Answer based on what you know. “I’m not sure yet” is an option.

Do I have to book a call?

No. You can view your results and use the download or print options without booking a call.

Prefer to talk? Meet with Jake.

A free 30 minute introduction. Further personalized planning scope and cost are discussed separately.

A little less tangled.
A place to start.