Our Experience Working With Tech Professionals
Our team has a wealth of experience in working with tech employees. If you work at a tech company, it’s likely you’ve been granted stock or options as part of your overall compensation package.
We’ve helped tech employees make decisions around their RSUs, exercise stock options, maximize their 401k, and optimize their cash flow. And we've designed financial plans that are tailor made for tech employees to achieve their dreams.
Our Role In Your Financial Life
Think of us as a guide. Or sherpa. That’s more fun.
A big part of our job is helping you understand the wide-ranging benefits your company offers. More importantly, how each benefit connects to the rest of your financial life.
We recognize each of our clients has their own priorities and agenda. For some, that may be owning real estate. For others, that may be retiring in Costa Rica in 10 years.
Based on your dreams, we want to make sure you make the most of your benefits so you can get there.
How Do I know If I Am A Good Fit
Here’s a typical client scenario:
We are happy to talk to anyone, but we do our best work with:
Millennial tech employees
Typically have some sort of equity compensation (think RSUs, ISOs, NQSOs, or ESPP)
Usually 1-2 kids (or planning on it) and probably a dog
Make good money (typically $250k+) and want to optimize it
In short, life is busy.
Between work, family/friends, and hobbies, there isn't a lot of extra time to think about investing, college, or what to do with their stock options.
So they want to outsource that area of their lives.
So they can focus on what matters.
Spending time with loved ones.
Grabbing a drink after work.
Winding down with some Netflix.
Not researching tax strategies or investments.
If this sounds like you and you are looking for someone to ease your financial complexity and help guide you, we would love to talk.