Signature Moves – From Career-Defining Opportunity to a Decision You Won’t Second-Guess

3 minutes

The moments that shape our lives often shape the kind of financial guidance we need beside us. And while clients may be facing those moments for the first time, our experienced advisors have helped many others through similar situations before – developing their own distinct way of guiding people through uncertainty, important decisions, and what comes next.

Signature Moves highlights those approaches, so people can more easily recognize the advisor they’ll want beside them when life happens.

Meet Emily Shacklett, Wealth Advisor at Hightower Signature Wealth in Cleveland, OH.

Emily’s Signature Move

Helping women executives evaluate career-defining opportunities from every angle before making their next move.

Who This is for

You’ve worked hard to build a successful career. Now, the opportunities you face carry greater responsibility, greater complexity, and greater financial implications.

  • You’re considering a promotion, executive role, retirement, board position, or another career-defining transition
  • Your compensation includes equity, deferred pay, executive benefits, and tax considerations – terms that may deserve thoughtful examination or negotiation
  • You want to understand every meaningful outcome before choosing what comes next

The higher your career climbs, the more valuable it becomes to have the right team helping you think through all angles before your next move becomes a commitment.

Where You Are Today

An important opportunity is in front of you. Before deciding what to do next, you want to fully grasp what it could mean for your career, your family, and your financial future.

What You’re Going Through

Career-defining moments rarely come with simple choices. What looks compelling on the surface may include tradeoffs that aren’t immediately obvious.

  • Salary is only one part of the conversation; equity, benefits, taxes, vesting schedules, and timing can significantly influence the long-term outcome of your career decision
  • Your strongest options exist before you accept an offer, announce your retirement, or sign the paperwork – and they narrow quickly once you do
  • The right path may not become apparent until you’ve weighed both the financial considerations and the personal priorities behind them

Your goal isn’t simply to make a move. It’s to move forward without looking back and wondering what you might have missed.

Emily’s 3-Step Approach

  1. Understand what is really being offered – bring your advisor and the right legal or tax specialists into the conversation early to evaluate the financial, professional, and personal implications of each potential path
  2. Prepare to advocate for yourself – identify the questions worth asking, the terms that may be negotiable, and diplomatic, professional language to use in conversations that can feel difficult or unfamiliar
  3. Choose what comes next – weigh the tradeoffs, consider what the opportunity means within your broader financial life, and commit to your decision knowing it reflects both your priorities and your goals

Signature Perspective

“My job isn’t to tell you what career decision to make. It’s to help you understand everything that decision could mean before you make it.” – Emily Shacklett

What You’ll Experience

  • A trusted advisor who helps you evaluate opportunities from financial, tax, legal, and personal perspectives – and can bring in the right specialists when needed
  • Practical preparation for the conversations and negotiations that shape the long-term outcome of your career decision, including the ones that feel hardest to initiate
  • The reassurance of knowing you’ve been supported by a coordinated team of experienced professionals before moving forward

Where You’ll Be Tomorrow

You move from hoping you’re making the right career decision to knowing you’ve approached it with preparation, perspective, and purpose.

Connect With Emily

If you’re approaching a career-defining opportunity and want to understand every angle before making your next move, talk with Emily.

View Emily’s Bio

Visit Emily on Linkedin

This material is for general information and educational purposes only. Information is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions.

Connect with our advisors

  • Emily Shacklett

    Emily Shacklett

    Wealth Advisor, Managing Director
    eshacklett@htsw.com
    216-431-2738
    Cleveland
FAQ

Find answers to your questions about Hightower Signature Wealth

Hightower Signature Wealth is a fiduciary wealth management practice that provides investment management, financial planning, estate strategies, insurance, and banking solutions. We work with families, business owners, professionals, women, and retirees across more than 40 offices nationwide. Our advisors take the time to understand your financial priorities, develop a plan around your goals, and adjust that plan as your life and circumstances evolve.