Wealth Tactical
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The Layoff Action Plan

The news is hard enough. Have the first steps and conversation scripts ready.

A letter to review. Questions about benefits. People to contact. A job search to start. Open the tool for the task in front of you and follow the next step.

  • The First 72 Hours: a sequence for the first questions, contacts, and tasks.
  • The Severance Negotiation Scripts: wording to adapt as you prepare for discussions about the offer.
  • The Financial Advisor Prep Brief: details to gather and questions to bring.
  • The Career Expansion Framework: a ninety-day structure for working on income opportunities.
Cover of The First 72 Hours, the first of the four documents
$149 once
Four documents. Four PDFs.
Get the Layoff Action Plan ($149)

Digital download. All sales are final, except where the law requires otherwise. Refund policy.

Most people get laid off and figure it out as they go.

The letter has a deadline. Access ends. Benefits questions pile up while the people you need to call are already gone.

This plan gives you an order to work in, wording you can adapt, and the questions to bring to the advisor and the negotiation, so the first days are spent acting instead of searching.

The four documents.

Cover of The First 72 Hours
The First 72 Hours. Six sections.
Cover of The Severance Negotiation Scripts
The Severance Negotiation Scripts. Five sections.
Cover of The Financial Advisor Prep Brief
The Financial Advisor Prep Brief. Four sections.
Cover of The Career Expansion Framework
The Career Expansion Framework. Seven sections and three worksheets.
The First 72 Hours, contents Contents page of The First 72 Hours: sixteen numbered items from the operating map to the reference tables, and a map of the five time windows.
The first days, mapped. From the termination meeting to the decision window, in order.
The First 72 Hours, section 01 A page headed Hours 1 to 4: The Termination Meeting and Immediate Aftermath, with what to do in the meeting and a note on reviewing any agreement before signing.
Follow the first steps in order. The first hours are laid out with what to ask, what to keep, and what not to sign yet.
The Severance Negotiation Scripts, section 01 A page headed Before You Negotiate, with what to know first and prepared wording set out in boxes.
Change the wording to fit your case and prepare for the conversation.

What is prepared, and what you finish.

Already prepared

  • The first hours and days, in order, with the questions to ask and the records to keep.
  • Scripts for the severance conversation, written to be adapted.
  • A brief with the details to gather and the questions to bring to a financial advisor.
  • A ninety-day career framework with weekly rhythm, outreach wording, and worksheets.

What you finish

A clear starting order, questions prepared, and the next career task identified.

First use

  1. 1After a layoff, open The First 72 Hours.
  2. 2Follow the sequence and gather the details it calls for.
  3. 3Open the matching script or brief when you reach that task.

Before a layoff, review the advisor brief and gather the information you are entitled to keep, such as your own pay records and benefits summaries. Do not copy confidential employer material.

Who it fits, and what it cannot do.

For anyone who has been laid off, or wants the first steps ready in case it happens. It contains none of the $27 guide and none of the $57 plan.

No promise of extra severance, savings, a salary, or a job within ninety days. Before you sign an exit agreement, have it reviewed by a qualified employment lawyer. The steps and benefits notes are written for the US and may not apply where you live.
No. It is four separate documents for the time after a layoff. The $27 guide checks for changes at work and the $57 plan works on bills and cash. Each is sold on its own.
Yes. The advisor brief and the career framework can be read and prepared early. The First 72 Hours is written for the days after the news.
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The Layoff Action Plan

$149 once
The First 72 Hours, The Severance Negotiation Scripts, The Financial Advisor Prep Brief, The Career Expansion Framework. Four PDFs. No subscription.
Get the Layoff Action Plan ($149)

Digital download. All sales are final, except where the law requires otherwise.

Get the Layoff Action Plan ($149)