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Stock comp is dynamic, your planning should be too.

We work with tech employees throughout the life cycle of tech.

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Together, we create an actionable financial future based on where you are now and where you want to be

It starts with a guide and ends with a thinking partner.

Laying the Financial Foundation

Getting our financial ducks in a row

Creating Financial Flexibility for Opportunities

Thinking about how life is changing in the next 5 years

Knowing What it Takes for Financial Independence

Ready for this to be your last job and making sure you are ready for this final sprint
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The SeedSafe Process

The Initial Plan

We start with an initial financial planning project to dive in and answer your biggest questions.
Price range: between $4,500 to $10,000 depending on complexity (not by your gross income/net worth).
Billed: 50% upfront, 50% at completion of the plan.

Initial Deep Dive

When you decide to move forward, we will begin the dive into the ground floor of your finances! Then, we begin putting together our thoughts on optimizing your financial health.

Long-Term Planning

After we percolate a bit, we come back to you with short-term and long-term outlooks for what it takes to get you on your way. We’ll discuss trade-offs, concerns and big decisions around stock, taxes and spending.

Action Steps

Once we decide where we’re going, we’ll meet to discuss how to get there. This is where we talk about the three big levels of maximizing financial health and what we’re planning toward.

“Because life isn’t static…”

Ongoing Care

Our clients may continue on with us as partners in their financial life. We are your advocate – helping you make decisions based on who you are now and who you’ll be. We help you balance adventure, financial goals, charitable giving and family life. This is care for all aspects of your financial and foundational life.

We uncover what you truly value and identify your ideal future. This creates your value system and the intent for your money. We are your thinking partners and advocates, for who you are today and who you’re going to be. We help you balance adventure, financial goals, charitable giving and family life. This is care for all aspects of your financial and foundational life, with a focus on continual strategies accounting for change.

$400+/month for ongoing care services.

Investment Management

Our investment management philosophy is based on a simple premise that:

A long-term focus is most likely to bring you lasting success. Keeping your goals and values in mind allows you to further build wealth over time.

Asset allocation is the single most important factor to determine your long-term success. Your best option is to take market gains and allow your investments to compound over many years.

Managing the risks you take is our most important job. We strive to reduce risk and maximize value through our investment philosophy.
Managing your emotions is your most important job. Many behavioral biases come up in the rollercoaster of investing and being aware of them is important.
Patience pays – time reduces risk.

Our standard advisory fees are: 0.5% on the first $2 million, then 0.25% on additional investments.

Taxes​

Most Ongoing Care clients choose to also use us for tax return preparation.  This is a separate fee starting at $525.

We really love to do the planning and we understand how critical the implementation can be. So putting it all together allows us to further streamline when to start or stop a strategy, when to make IRA contributions or Roth conversion, and how to be prepared for tax time with your stock compensation.

*Depends on complexity of return: rental real estate, business income, multi-states, etc will add to cost

What to Expect From Us

Our goal is to provide you with the best tax, investment, and life planning services possible.

You can expect us to meet with you multiple times a year. Outside of meetings, you can expect for us to be nerding out in the background on your finances, on how we can provide you with better streamlined finances, and reaching out to you with updates as taxes, the market, and your company stock changes.

You can also expect us to be here when you need us. Life stuff happens and that is when an advisor in your corner means the most!

We only work with clients that we truly love and are excited to help on this journey.

What We Expect From You

Our work together is a partnership. We ask that you are willing to be an active participant in the process and be open in sharing your thoughts and concerns.

If something isn’t hitting right, bring it up and be open. No question or concern is too small.

When we email you, send us an update or let us know when you will have time to look into it. You want our advice to be timely and so we may need data and documents timely as well.

We conduct all of our meetings via video chat. Outside of meetings, we communicate by email.

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