Newsletter
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Welcome to the 38th edition of the Tech Financial Planning (TFP) newsletter.
Most people focus on their ROI (Return On Hassle), but you also have to consider your ROH.
Your Return on Hassle
In this newsletter, we’ll break down what Return On Hassle is, and go through a couple examples to put it into practice.
Welcome to the 15th edition of the Tech Financial Planning (TFP) newsletter.
In this week’s issue, I want to share my 2 favorite ways for tech professionals to get “free” money from their company.
No, this isn’t anything crazy, sketchy, or illegal.
In this newsletter, we’ll break down 401k matching and ESPP programs, and why these can be two of the biggest no-brainers for tech professionals.
Welcome to the 10th edition of the Tech Financial Planning (TFP) Newsletter.
Back in August, I had a 1:1 call with a new client who reached out because she just got a new job with a big increase in total compensation.
Emily (not her real name), is a product marketer at a large tech company and is set to earn just over $400,000 this year.
In this newsletter we will break down the 3 challenges Emily was facing and how we solved them together.
Before I became a financial advisor and helped start Coastal Capital Advisors, I actually worked at Procore for 4 years (employee #450!). I saw the company go from a single product, primarily Carp-only company to the juggernaut it is today.
Through my own experience and working with many current and former Procorians, we have a wealth of experience in working with clients at Procore. We’ve helped Procore employees make decisions around their Procore equity, maximize their 401k, and optimize their cash flow. And we've designed financial plans that are tailor made for Procore employees to achieve their dreams.
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 Procore offers. More importantly, how each benefit connects to the rest of your financial life.
We recognize each of our clients (an you) 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.
This isn’t going to cover every in and out of your Procore equity, every strategy, etc. That would be a full length novel, and it still wouldn’t cover everything.
This is intended to be an overview. A starting point if you will. A guide to many of the different benefits Procore offers.
But also to illustrate how we’ve helped clients navigate through the many benefits Procore offers.
My goal is that this helps you avoid some common pitfalls, sparks a few questions, and gives you more insight and clarity.
If you are the DIY type, I hope this inspires you to do some more research and guides more productive planning.
If this all seems overwhelming and you feel like you need some help, I’d love to chat!
We will break this out into 3 sections
Making sense of your Procore Equity
Understanding your 401(k) plan at Procore
Maximizing other benefits
Let’s get started!
