investments

TFP #049: How We Work With Clients

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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.