Have your finances outpaced your ability to organize them easily? Are you feeling lost with taxes now that you are getting RSUs and ISOs? Unsure where all the money you make goes each month? Know you need to start investing but overwhelmed by all the options?
Then I’m glad you’re here, we can fix that together 🙂
If you’re struggling with the following:
- You’ve got a big life change coming up, like buying a house or getting married.
- You’re receiving stock compensation (RSUs, stock options) from your employer but are unsure of the best strategy.
- Taxes have you overwhelmed and anxious.
- You’re disillusioned with work, and want to work towards exiting the tech world.
- You know you want to invest more, but there are too many options to choose from.
- You have extra cash and don’t know what to do with it.
- You pay your credit card bills in full each month but want to be more intentional with your spending.
- You’re scared to do the wrong thing.
If any of these are true, let’s talk! I work with tech workers in their 20s to 40s who are ready for a long-term financial partner. Excited to jump in? Schedule a call no-pressure free intro call with me today.
What you can expect:
- Help navigating the big (and small) financial events in life.
- A clear plan for every time your company stock vests.
- Proactive tax planning so there are fewer surprises when you file your taxes, plus help with filing your returns.
- Working on an exit strategy out of tech work into something more meaningful.
- Understanding the investment choices available to you and using them to grow your wealth.
- Identifying your savings goals and targets so you can enjoy the rest of your money.
- Align your spending with what you truly want out of life.
- And finally…. have fun talking about money for once 🙂
You might want to find another advisor if:
- You have large credit card debt. You’ll be better served by someone who specializes in breaking spending habits and debt management.
- You’re getting ready to fully retire in the next five to ten years. You’ll be better served by someone who focuses on transitioning for retirement.
- You’re looking to grow your wealth with mostly non-traditional investments, like real estate or cryptocurrencies. These types of investments have special rules, and some advisors solely focus on these areas.
