Severance X Ray
Know what needs attention first.
Work through a guided set of questions about your old 401(k), taxes, equity, health coverage, and cash runway. Get a simple list of what to review first.
Start with what you know.You can use broad ranges and mark an answer as not sure.
Nothing is sent to Jake.Your answers remain inside this browser on this device.
Know what to verify.Get an educational order for the documents and questions to review.
Why Jake built it
Five money questions can arrive at once.
A layoff can put health coverage, equity, the old 401(k), taxes, and cash runway on different clocks. The Severance X Ray helps you see what needs a closer look first.
It is an educational starting point. It does not replace your plan documents or provide individualized investment, tax, legal, health insurance, or immigration advice.
Jake Song, Financial AdvisorSeries 7, 65, and 66 registrations
Start with the first question.
No account. No email. No documents to upload.