Working in tech afforded you opportunities. Take control of your finances to make the most of them.
Here are some of the ways I help tech professionals:
Equity and Stock Compensation
Your equity is significant, and you need a plan that incorporates it into the bigger picture. I’ll help you turn your “paper money” into real money. But what about the taxes??? Don’t worry. I’ve got you.
IPO Planning
Your company is going public! It’s equal parts exciting and stressful! This might be your ticket to life-changing money, so it’s important to get this right. I’ll help you balance the upside with the risk.
Investments
Maybe it feels like you don’t have a cohesive investment plan. Maybe picking investments feels like throwing darts blindfolded. I’ll help you craft an intentional, evidence-based portfolio designed to achieve your goals.
Tax Planning
Maybe taxes feel like a big, scary unknown, and for good reason. The U.S. tax code is an incomprehensible frankensteined mess. You do, however, definitely know you don’t want to pay more than you have to. I’ll make sure we’re taking advantage of every strategy to reduce your lifetime tax bill.
Life Events
Life is wonderfully chaotic. Changing jobs? Moving cross-country? Buying a car? A house? Getting married? Merging finances? Having kids? Sending them to college? Money impacts every life event. I’ll help you navigate those changes with confidence.
Cash Flow & Savings
You want your money to work for you. But somehow it feels like you don’t know where your money goes. I’ll help set your savings on auto-pilot, so you can spend or donate the rest guilt-free.
Employee Benefits
Benefit packages in tech are some of the best, but it’s not always obvious what to pick or how to maximize them. We’ll review your benefits package to make the most of your options.
Insurance
Plan for the worst case so you can rest easy knowing you and your loved ones are protected. I’ll help you figure out which insurances you need and how much coverage to get.
Estate Planning
You want your money going to the people and causes you care about, but you’re not sure how to make that happen. I’m here to help.
I didn’t come from wealth. I didn’t have the answers. I didn’t know how to manage my money. I stumbled through most of my 20’s, winging it and hoping I was doing the right things (*I wasn’t). It took me years of hands-on experience and deep-dive researching to get a handle on how personal finance works. My mission is to help tech professionals skip the learning curve and jump straight to being confidently in control of their money.
I’ll bring insights and wisdom from my time at four financial institutions, including Vanguard and Morgan Stanley, where I learned what works and what doesn’t.
What you can expect from me:
Jargon free
The last thing you want is an overly technical 100 page explanation filled with terms you’ve never heard of. I’ll explain things in plain English.
Judgment free
This is a safe space. There are no dumb questions, and you will never be judged for your decisions, past or present.
Authenticity
Life is too short to pretend to be someone you’re not. Be yourself. I promise to do the same.