Get Off Tech’s Financial Rollercoaster
As a tech professional, your money is closely tied to the volatile tech industry, which can make you feel like you are on a financial rollercoaster. But it doesn’t have to be this way.
Stop worrying about money when you have so much opportunity.
Unhook Your Wealth from the Unpredictable Tech Industry
Our goal is to help you:
Reduce Your Exposure
Stop relying solely on your employer’s success.
Seize Opportunity
Make the most of your stock options and RSUs.
Gain Confidence
Feel in control of your financial success.
We Know Firsthand the Ups and Downs of Your Industry
The business was built for tech professionals after the founder’s 15-year career in tech.
We have helped hundreds of employees in tech and biotech’s hottest companies take control of their finances.
We wrote the book on this topic! Personal Finance for Tech Professionals in Silicon Valley and Beyond
Stop Being at the Mercy of a Volatile Tech Industry
As a technology professional, your wealth might be tied up with your company and the industry as a whole, and that’s risky. Let us help you take control of your money.
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Our goal is to help you:
• Stop relying on your employer for long-term success
• Reduce your exposure to high tech’s ups and downs
• Make the most of your opportunities
• Get off the treadmill and retire earlier
How can we help you do this? Through our experience in helping hundreds of technology employees take control of their finances.
Our process helps you quit asking, “What mistakes am I making with my money?” Our expertise helps cut through the confusing rules and tax regulations. And your action plan helps you take advantage of the good fortune you’ve had and translate that into long-term financial success.
We can help:
• Advise you on the optimum time to exercise options while minimizing the tax impact
• Recommend strategies for managing your restricted stock units and participation in your company’s employee stock purchase plan
• Navigate the complexities of concentrated stock positions and restrictions on public-company insiders
• Determine how to make the most of your 401(k) plan, deferred compensation plan, and other employee benefits
The Plan
STEp 1
Schedule a Video Call
Step 2
Allow Us to Create a Plan of Action
Step 3
Let’s Execute the Plan Together
Are We a Match?
You want to partner with a wealth advisor whose expertise is working with people like you. We may be a good fit for you if you:
Are a tech professional whose money is tied to the volatile tech industry
Want to feel confident you are in control of your financial success
Seek a long-term, ongoing relationship with a wealth advisor with expertise in your situation
Have investments, stock options, or RSUs worth $1 million or more
Take the First Step—Schedule a Call!
Are you ready to unhook your wealth from the volatile tech industry and get off the financial rollercoaster? Take the first step to feeling in control of your financial success by scheduling a video call.
Get a Free Copy of the Book Personal Finance for Tech Professionals!
Provide a U.S. mailing address for a free hardcover copy.
Looking for a digital version? Buy the Kindle version on Amazon.
