What Should I Consider if I Get a Promotion or Raise?
A raise or promotion is more than a bigger paycheck—it’s an opportunity to realign your financial goals and make the most of your success.

This checklist helps you think through the key financial areas that might be impacted by your new role or higher income, so you can move forward with clarity and confidence.

Topics include:

• Cash Flow & Savings
  How will your new income affect your day-to-day finances? Are there opportunities to boost retirement contributions, HSA savings, or other goals?

• Employee Benefits
  Will your promotion come with new perks—like stock options, deferred compensation, or additional insurance coverage?

• Retirement & Equity Compensation
  Higher income can affect your eligibility for certain tax-advantaged accounts. We’ll help you navigate contributions, tax implications, and any new stock-based benefits.

• Tax & Insurance Planning
  A change in income might require adjusting your tax withholding or increasing life and disability coverage to protect your future.

This guide ensures you’re not just earning more—but using that income to build momentum and financial security for the long term.