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You nerd out on tech and we’re geeked about your financial potential.

We are here to empower you to make decisions that increase the value of your life and net worth.

It’s easy to get on the hamster wheel of work, and with remote work taking a front seat, work life bleeds into personal life. We are your thinking partner to keep the Big Why in mind.

You won’t be in tech forever – so this is our time to make the most of what you are bringing in the door and optimize for the life you want to lead… Providing for your family, putting the kids’ education at the forefront and supporting your community. You are looking to make the right moves to have more flexibility and intention for your life.

We make money more fun for you by streamlining your finances, making your options clear, and empowering you to increase the value of your life’s worth.

Move with Confidence, Stay with Assurance

Let’s look at your stock comp structure and cash flow planning to help you determine if staying through the beginning of the next year might give you a better chance of financial success. When you leave can impact buying your next home or exercise costs in AMT.

Ready to stay for a while?

We will focus on making the most out of your stock comp over the next few years by laddering exercises, sales, and implementing investment strategies that will help defer taxes with your longer term adventures in mind.

Joining a new company?

If you are transitioning from big tech to a bleeding edge start up, we are here to talk offer negotiations around stock compensation and bridging the gaps in current income expectations.

Ready to start your post-tech adventure?

Our focus will be on cash flow planning, tax planning and relocating investments to support you along the way. We can also provide recommendations on what to keep in mind while starting a business.

We clarify financial futures for clients, stoking their personal fires to make this future happen.

Serve each other.

We were put on this earth to make complicated stuff simpler and empower others to make an even bigger impact on the world.

Beyond the numbers.

Life is more than quantities on spreadsheets. Life matters more than the logical ‘best’ thing to do. We help our clients make informed financial decisions that serve their lives and not just their pocketbooks.

Evolve.

Make mistakes, own them, and then learn from them. Our practice evolves as we do and incorporates the best practices we learn. When something doesn’t work, we experiment on how to do it better.

Be Present.

When we aren’t working, we are present with our families, finding joy in supporting local causes, and taking a refresh in nature.

Meet the Team

A seed was planted, an idea really, that it just wasn’t fair that those with money were the only ones who could afford the expertise and management to… wait for it… make more money. This was the seed, planted more than a decade ago, that grew into SeedSafe Financial.

SeedSafe Financial’s Founder, Rebecca, was working in high net worth tax planning and financial advising over the years and realized the majority of the individuals she was helping were already retired and had already arrived. Could there be a way to take this planning experience and expertise and help younger generation get there quicker?

So,  the inner farmer in Rebecca came out to play – how can we create a garden of well- nourished, nurtured seeds that can grow into healthy strong plants?  What if these plants  can then feed and impact their world in a bigger way? 

Eureka!!! Obviously, we have to start that garden ourselves! SeedSafe Financial was born to help you make the most of the financial opportunity you have to be safe, comfortable, and capable of doing more with your life.

Schedule time to chat with Austin's financial advisor to professionals in tech

Rebecca Conner, CPA / PFS™, CFP®, RLP

Founder and Lead Planner
Meet Rebecca

Jim Garvin, CFP®, EA

Lead Planner
Meet Jim

Alex Smith, CFP®

Associate Planner
Meet Alex

Maren Madsen

Client Services Associate
Meet Maren

Keturah Orji

Paraplanner

Meet Keturah

SeedSafe Financial was born to help you make the most of the financial opportunity you have and to be capable of doing more with your life.

Schedule a Call