Free Printable Decision Map
Get the printable Decision Map for coordinating your pension (if you are eligible for one), workplace retirement account, insurance, HSA, Social Security, and tax planning before employment ends.
A printable three-page guide that turns your last day into a decision sequence. Page one is the map at a glance; pages two and three are working sections you write on: six decision blocks with suggested planning windows and a blank for your actual deadline, the exact document to locate for each decision, the Final-Day Document Packet, and a short note for households that also carry military benefits.
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Joshua Brooks, CFP®, is the founder of Exponential Advisors LLC, a fee-only fiduciary firm. He is an Army veteran and actively serving Army Reserve chaplain, 22 years and counting in uniform, and he helps families coordinate the decisions that stack up before a career transition. His commentary has appeared in national personal-finance press.
Prefer to talk first? Talk With Joshua: a free 30-minute conversation. Spouses welcome.
Talk With JoshuaThis resource is educational. It is not individualized investment, tax, legal, or benefits advice. Benefit availability varies by employer, plan, and employee group; your plan documents and official agency materials control. Verify deadlines and eligibility with your plan administrator. Exponential Advisors LLC is an independent registered investment adviser and is not affiliated with, sponsored by, or endorsed by any employer referenced on this page. Exponential Advisors LLC is an investment adviser registered with the Texas State Securities Board (CRD #333416); registration does not imply a certain level of skill or training.
