HAVE THAT SOMEONE YOU CAN ASK ALL YOUR MONEY QUESTIONS,
NO MATTER HOW WEIRD.
Your life is complicated. career, money, relationships, self care, community. You no longer want to handle it all alone.
Working with a financial planner is an investment in you: your financial strength, your future, your happiness.
We walk with you as you navigate decisions, from small to Very Big.
We work with you to unearth and clarify what you want in life.
We help you use the financial and career opportunities in the tech industry.
The tech industry offers tremendous financial opportunities, especially at private companies, where there’s the promise of big money down the road, but…wow, that’s complicated.
We all want to know what will happen in the future. With our company stock price. With our lives. With our career. With the housing or stock market. Alas, we simply can’t. How do we do financial planning, then, without that certainty? We manage risks and plan for opportunities. We help you create a resilient financial life that allows you to more confidently navigate through whatever ends up happening in your future.
Are you single, 25 years old, making way more money than you ever expected to, and have no one you feel you can talk to about your money?
Do you work at a pre-IPO company and have lots of stock options…which are just sitting there because you don’t know how to even think about them?
Maybe you’re 40 and so. over. this tech industry thing. Does the idea of doing other work feel foreign, unattainable, but oh so tempting?
Or are you about to come into a lot of money via an IPO and you really don’t want to screw this up?