When clients face a job decision, we help them look beyond the paycheck. This video shares our three-part framework: compensation, alignment with goals, and lifestyle impact. It’s about making career moves with clarity, not just urgency. Learn how to take a more holistic approach to your next opportunity.

Topics Discussed

• Compensation analysis
• Personal goal alignment
• Lifestyle and personal wellbeing impact

Transcript

Do you have a job opportunity and need to make a quick decision? In today’s Unlocking Hidden Value, we’ll take you through how we at Lake Road Advisors help our clients make these decisions by looking at three different factors.

The first factor is the compensation, and probably the easiest one. We look at things like salary, executive comp, stock options, benefits. Is this a better position for you and your family from a pure compensation standpoint?

The second, does this get you closer to your goals? This is really important. While increased compensation may be great, does it get you closer to where you want to be and what you as a family are striving to achieve?

And third, arguably most important, how does this affect your lifestyle? Does this job move you across the country? Does it get you closer to loved ones? Is it adding a ton of stress to your day? This, in our opinion, is very, very important, and we need to take a holistic look and bring all these factors together so you can make a fully formed decision.

Remember, it’s not always just about the numbers. If you’re not factoring in all of these areas and how it’s going to affect your future goals and your current happiness and lifestyle, you’re overlooking the most important parts of making a major career change.

Lake Road Advisors, a Fee-Only, independent financial planning firm with offices in Corning, NY, Ithaca, NY and Portland, OR works with clients virtually all across the country. Paul Sydlansky, the founder of Lake Road Advisors LLC, has worked in the financial services industry for 20+ years. Prior to founding Lake Road Advisors, Paul worked at Morgan Stanley in Manhattan for 13 years. While at Morgan Stanley, Paul was a senior-level manager within the Institutional Equities Department. In 2018 he was named to Investopedia’s Top 100 Financial Advisors list. Paul received a Bachelor’s degree in Economics from Marist College and holds an MBA from New York University Leonard N. Stern School of Business. Paul is a CERTIFIED FINANCIAL PLANNER® and a member of the National Association of Personal Financial Advisors (NAPFA) and the XY Planning Network. They can be reached by phone at the Corning, NY office at (607) 438-2914, Ithaca, NY office at (607) 463-8400, or Portland, OR office at (607) 292-2172 or at the firm’s website at https://lakeroadadvisors.com/