Financial Advisors for
Technology Professionals

Being in the tech industry, you have a few things on your mind. You love your job, but work/life balance could be better, and your income package is complicated than most. But you also have many options at your disposal. You may also have questions about your current overall compensation or benefits or need help evaluating another exciting job prospect that you are considering but are not sure of how the overall benefits they provide stack up against your current benefits.

Let me help you with all the above. Being a part of the tech industry for almost 2 decades and also working with young and seasoned professionals and executives alike, I am intricately familiar with the equity compensation packages that include ESPP, RSU, Stock Options etc. Together we will deconstruct your finances and I will guide you in making most of your stock compensation.

How much does financial planning cost for me?

Financial planning is billed as a one time fee that can be paid quarterly in 4 equal installments and is based on complexity. These fees are determined by the individual situation. Some client archetypes for illustration purposes are described below. Exact fees will depend on the situation. Please contact us to learn more.

Strategies in Retirement