Engineers and Tech Professionals
You are busy, analytical people. You have some sort of investments due to group retirement programs and/or saving because you know you “should,” but have no real plan in place - often because you haven’t had time to analyze all the options properly yourself. This is where I can help. Financial planning for engineers and tech professionals is a specialized area of practice because of the tax complications that can arise from career volatility and heavy stock compensation – particularly for those working in the start up world. You need expertise that will help you reduce your tax burden and take advantage of your various employment benefits, so that you can focus on spending more time doing what you enjoy most.
I help engineers, tech professionals and executives by:
Set your financial goal (buying a home, paying for an education, living well in retirement, or planning your estate) and I will provide you with a personalized plan to help you unleash your financial freedom and guide you to your financial finish line.