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Welcome to the 52nd edition of the Tech Financial Planning (TFP) newsletter.
In late 2023, a new client, let’s call her Sally, started working with us.
Sally was already doing quite well with her investments and career, but she felt something was missing with her financial strategy.
Despite already having an advisor, Sally wasn’t getting the proactive planning she needed.
Her investments were doing reasonably well enough, but when she asked questions about her comp plan, diversification, future planning, and budgeting, she didn’t get the answers she was looking for.
Her old advisor's advice was simple: “Just keep doing what you’re doing; you’re doing great.”
Indeed, Sally was, and is, doing great.
She’s propelled her career, increased her income, and grown her investments significantly over the past few years.
But “just keep doing what you’re doing” is a huge miss.
We believe that even when you’re doing 90%, 95%, or even 99% of things right, that remaining 1% can have a massive impact.
It’s that last piece that provides more flexibility and freedom in the years to come.
In our partnership with Sally, we went beyond the standard advice of “keep doing what you’re doing.”
We dove into her compensation, put a plan in place for her company equity (both what she has and what she will be getting), diversified her investments, and crafted a proactive plan for the years ahead
The result?
Sally not only continued her success but is now even better positioned for the future.
Why share Sally’s story?
Because it highlights a fundamental truth: even when you’re doing well, there’s almost always room for improvement.
It’s about making the most out of your income, your career, and your equity, and ensuring that every piece aligns for your future.
