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Shift Happens (Advisor Use)

Shift Happens (Advisor Use)


Whether you're initiating a planned career shift or navigating an unexpected change, our comprehensive checklist is your essential guide. It covers key areas such as self-assessment of skills and interests, identifying new career opportunities, and strategies for acquiring additional education or training. Designed to provide clarity and direction, this checklist is an invaluable tool for anyone ready to make a confident leap into a new professional journey.

  • License

    Want to use this checklist as a resource for your clients? You can! This link includes my "Advisor Use" license. Once you purchase a license at the Your Money Narrative Store, my checklists are yours to use and share with your clients.

    They are available as hi-res downloads under the Attribution-NonCommercial 4.0 International license. Checklists can be used anywhere as long as you attribute the checklist to Your Money Narrative. Read the full license here.

    Shift Happens (Advisor Use) Checklist © 2023 by Amy R Cook is licensed under Attribution-NonCommercial 4.0 International

  • Refund Policy

    This product is a digital download. No refunds will be issued.

  • Receiving Your Checklist

    This digital file will be immediately available for download post purchase as well sent via email.

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