Plenish in partnership with Global Expansion

Career transitions should not put your finances at risk. We are here to help.

We bring trusted advice to you, so you have one less thing to worry about while you focus on landing your next big opportunity

Talk to one of our registered financial advisors for free and let us help you navigate this transition seamlessly and with peace of mind

"Detailed answer from a licensed expert. It was so quick and simple - Amazing!"

Ziv Z., Michigan

"I really appreciated how the financial advice I received was just that: ADVICE!"

Antonio W., New York

How It Works

Free consultation

Have your free consultation to discuss what’s most important in your finances and come up with what needs to be focused on

Follow Up

Follow up with your advisor as needed to come up with an executable plan*

Success

Stay on top of your finances. Your advisor will be there for you to adjust your plan over time to navigate life and market changes smoothly*

* fees may apply

Many topics that we can work you with

Financial planning and budgeting

Retirement planning, handling your 401(k) or IRA

Company stock compensation

Investing strategies in career transition and beyond

And many more topics from real estate investing to wealth transfer and managing other life milestones

Why Plenish

Actionable advice

Simple and relevant guidance for you to plan and invest

Licensed, experienced and hand-picked network of advisors

Advisors who are registered and have many years of experience, selected through a rigorous process

For investors of all levels

From newbies to veterans, we are your stepping stone to get you to the next level

No strings attached

After you get your free consultation, you can decide whether you need to work more with your advisor. No pressure whatsoever!

Life is full of transitions. We created Plenish so that everyone can get the needed resources to navigate life surprises smoothly and confidently