Financial Planning
You have questions.
We have answers.
- "How much do I need to retire early?"
- "How do I minimize taxes on my RSUs?"
- "Are we spending too much?"
- "How do I diversify my company equity?"
- "What's the smartest way to give to my chosen charities?"
- "How do I effectively manage my debt?"
- "How do I protect my assets and my family?"
- "Should I take this new job offer?"
Working in tech is stressful.
Your finances shouldn’t be.
Working in tech is stressful. Your finances have pitfalls that most people don’t have to deal with – RSUs, stock options, wash sales, blackout periods…the list goes on.
Together, we’ll craft a personalized financial roadmap that turns your equity compensation into a superpower.
Our Process
As part of our process, we will:
- Explore your main goals and concerns to develop tailored solutions to each
- Build a comprehensive set of financial projections with multiple scenarios
- Identify opportunities for various trust and tax strategies for your equity (CRUTs, CLTs, GRATs, etc.)
- Assess the likelihood of success before and after your plan
- Deliver clear and effective recommendations
