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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.