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TFP #049: How We Work With Clients

Read Time: 2 Minutes

Welcome to the 49th edition of the Tech Financial Planning (TFP) newsletter.

My typical client looks like this:

  • Tech employee with equity comp

  • Household income of $350k+ (potentially more once you factor in equity comp)

  • Good chance current / former Procore

  • Usually 1-2 kids (or planning on it) and probably a dog

  • High cost of living

  • Looking for someone to help them navigate all the complex planning that comes up.

Here are the 6 areas we cover for clients.

TFP #024: What Do I Need To Think About If I Get Laid Off?

Read Time: 1 minute

Welcome to the 24th edition of the Tech Financial Planning (TFP) newsletter.

2022 and 2023 have been brutal for tech employees - so far in 2023 there’s been nearly 150,000 people laid off.

Losing your job can be extremely stressful, both professionally, personally, and financially.

in this newsletter, we will share a checklist that covers key areas to consider if you or someone you care about loses their job.