Books & White Papers

With tenacity, curiosity, and empathy, Joyce Franklin conducted dozens of interviews and countless hours of research to craft actionable, insight-filled guidebooks for the modern work world.

Books

A respected thought leader and voice of calm amidst the market hype, Joyce has written two books about wealth preservation and provided source material for other publications.

Startup Wealth

Joyce L. Franklin, CPA, CFP^®

The Entrepreneur’s Guide to Personal Financial Success and Long-Term Security

Entrepreneurs are inherently optimistic people. But the very optimism that contributes to their success may torpedo the subsequent preservation of their fortune. Based on Joyce’s interviews with more than 65 tech execs, entrepreneurs, and advisors, Startup Wealth is a crucial guide for those looking to understand the personal financial and legal challenges of creating and building a company. An exploration of the Entrepreneur’s Wheel of Life and comprehensive discussions of equity awards, stock options, and angel investing will help you and your employees maximize personal wealth from day one until well after your IPO or acquisition.

Life, Liquidity & the Pursuit of Happiness

Joyce L. Franklin, CPA, CFP^®

How to Maximize and Preserve Your Startup Wealth and Live Your Dreams

The water coolers and watering holes of Silicon Valley are rife with tales of paper millionaires who didn’t diversify, spent money they didn’t actually have, and wound up with nothing. Life, Liquidity & the Pursuit of Happiness is a crucial guidebook for startup employees looking to understand and prepare for the personal financial and legal challenges that can arise before, during, and after an IPO, acquisition, or other liquidity event. Dozens of anecdotes—along with equity award and stock option guidance, financial planning tips, and checklists—will help you and your team maximize wealth.

White Papers

Our white papers offer the same brand of expert advice as Joyce’s financial planning books, only with a narrower focus and fewer pages.

Preserving the Wealth of Successful High-Tech Community Members

This white paper is packed with expert advice for executives, founders, and others in the high-tech community. Learn how to make smart financial decisions before, during, and after your company experiences an IPO or other liquidity event. Based, in part, on personal stories shared during interviews with more than 30 successful tech executives, this paper clearly explains the challenges, choices, and tradeoffs people face as part of a rapidly growing company.

The BE WISE Planning Strategy for Tech Executives and Entrepreneurs

Helpful Graphics

These handy graphics are designed for entrepreneurs and individuals working in tech.

Books & White Papers

Books

Startup Wealth

The Entrepreneur’s Guide to Personal Financial Success and Long-Term Security

Life, Liquidity & the Pursuit of Happiness

How to Maximize and Preserve Your Startup Wealth and Live Your Dreams

White Papers

Preserving the Wealth of Successful High-Tech Community Members

The BE WISE Planning Strategy for Tech Executives and Entrepreneurs

Helpful Graphics

The Entrepreneur’s Wheel of Life

The Four Phases of Startup Life

The BE WISE Planning Strategy

Ready to stop wondering and start taking action?

Enjoy life. Plan wisely.^®

LOCATIONS

Enjoy life. Plan wisely.^®

LOCATIONS

Sign up to get the whitepaper:

Preserving the Wealth of Successful High-Tech Community Members

Sign up to get the whitepaper:

The BE WISE Planning Strategy for Tech Executives and Entrepreneurs

Please fill in the fields below to get:

The Entrepreneur’s Wheel of Life
The Four Phases of Startup Life
The BE WISE Planning Strategy

Books & White Papers

Books

Startup Wealth

The Entrepreneur’s Guide to Personal Financial Success and Long-Term Security

Life, Liquidity & the Pursuit of Happiness

How to Maximize and Preserve Your Startup Wealth and Live Your Dreams

White Papers​

Preserving the Wealth of Successful High-Tech Community Members​

The BE WISE Planning Strategy for Tech Executives and Entrepreneurs

Helpful Graphics

The Entrepreneur’s Wheel of Life​

The Four Phases of Startup Life

The BE WISE Planning Strategy

Ready to stop wondering and start taking action?

Enjoy life. Plan wisely.®

LOCATIONS

Enjoy life. Plan wisely.®

LOCATIONS

Sign up to get the whitepaper:

Preserving the Wealth of Successful High-Tech Community Members

Sign up to get the whitepaper:

The BE WISE Planning Strategy for Tech Executives and Entrepreneurs

Please fill in the fields below to get:

The Entrepreneur’s Wheel of Life The Four Phases of Startup Life The BE WISE Planning Strategy

White Papers

Preserving the Wealth of Successful High-Tech Community Members

The Entrepreneur’s Wheel of Life

Enjoy life. Plan wisely.^®

Enjoy life. Plan wisely.^®

The Entrepreneur’s Wheel of Life
The Four Phases of Startup Life
The BE WISE Planning Strategy