Financial planning for tech professionals requires specialized advice and a forward-thinking approach to address the distinct financial challenges and opportunities inherent in the tech industry.
Specialized advice for tech professionals
The unique and often equity-based compensation that can accompany a career in technology requires careful planning and consideration. We help clients maximize their money by working with them to organize their finances, manage investments, define and prioritize goals, plan for major life events and/or early retirement, protect loved ones, and mitigate taxes.
Our expertise helps to create a successful long-term strategy that is unique to what’s
important to each client and their unique situation.
Financial guidance and planning
We provide financial guidance and planning across the following areas:
- Business planning
- Cash flow planning & tax-efficient strategies
- Strategies for stock options, deferred compensation, RSUs, and ESPPs
- Supplemental incentives analysis
- Investment management services
- Government retirement benefits
- Estate planning
- Risk management analysis and insured retirement strategies
Case study
Nearing retirement – Reduce taxes, improve investments, prepare for children’s education, and create a reliable income stream in retirement.
How we helped:
- Saved them time in their busy lives to make informed decisions on their financial lives.
- Improved asset allocation to better align with their goals, including the use of spousal RRSPs to account for differing salaries and benefits.
- Created a reliable and coordinated income stream from investments.
- Implemented a tax-efficient investment strategy that incorporated Christina’s complex benefit structure and U.S. based stock options to minimize taxes and improve returns for reinvestment that accelerates growth.