Tech Workers

Background image: A girl with glasses and a striped shirt is leaning over some papers. Text: Your work is challenging, but your finances & stock compensation don't have to be. A financial planner that understands equity compensation and the demands of your industry can help!Being in the tech industry, you’ve probably got a few things on your mind. You love your job, but your work/life balance could be better. You may make more than the average bear, but your income package is probably more complicated too.

Let me help you! I work with young professionals with salaries over $100k and receive equity compensation as part of their income package (RSU, stock options, ESPP).

You can find more information on my process, services, and pricing here, but in a nutshell, we’ll:

  • Get a handle on your equity compensation package and what to do with it.
  • Make sure you don’t get hit with surprise tax bills with planning.
  • Dig into your cash flow and automate your savings.
  • Tackle financial recommendations unique to you.

If you have any questions between meetings, don’t worry – I got you. You can reach out to me anytime with questions.

Ready to get started?

If you’re interested in how we might work together, click here to schedule a complimentary call.

5 Mistakes Tech Workers Make with Their Stock Comp – Get the Guide!

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As Seen In
  • The Wall Street Journal
  • CNBC
  • The New York Times
  • The Boston Globe
  • Forbes
  • InvestmentNews