Newsletter
Read Time: 2.5 minutes
Welcome to the 48th edition of the Tech Financial Planning (TFP) newsletter.
I've been spending a lot of time with clients lately planning for their stock options so I thought I’d share a few situations that caught my attention.
Read Time: 5 Minutes
Welcome to the 43rd edition of the Tech Financial Planning (TFP) Newsletter.
What on earth is financial planning, and how is it unique for people in tech?
Or put more simply, what is it that we actually do with clients?
In this newsletter we’ll break down what financial planning is, both broadly and for our clients, and some ways we’ve helped clients this year.
Welcome to the 31st edition of the Tech Financial Planning (TFP) newsletter.
If you Google “what to do with my equity compensation” you get 823 million results!
How the heck are you supposed to make a good, wise, financial decision?
Particularly if you are new to equity comp or have more complex situations?
In this newsletter we’ll break down a framework for making decisions for your equity comp and review 3 specific scenarios with some real life examples.
