Intelligent Guidance for Tech Clients

Our firm is uniquely qualified to help members of the tech community make smart financial decisions by explaining the benefits and tradeoffs of various choices you face as part of a rapidly growing company or industry.

Coaching, Convenience & Continuity

As life gets more complicated, an advisor can offer you the following:​​​

Peace of Mind

The confidence of knowing you have a plan to achieve your goals.


A resource who will hold you responsible for implementing your financial plan.

A Savings Target

Ensure that you are saving enough today to achieve your goals and maintain your lifestyle in retirement.

Tax & Money Savings

Guidance for how to take advantage of tax breaks, avoid inappropriate or excessive insurance, and invest in a tax-efficient, low-cost, risk-appropriate manner.

A Fast Track to Goal Achievement

Reach your goals faster by ensuring that you're not wasting money on overpriced or unnecessary financial products, and that your investments are growing in the most efficient way possible.

Explore More

In addition to tailored financial plans and direct client service, we also have a wealth of material that can help you navigate RSUs, ESPPs, and other benefits and opportunities you may face throughout your career.

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​

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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

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The BE WISE Planning Strategy™ graphic depicts the process of discovering your passions and planning for life before, during, and after an IPO, merger, or acquisition in five steps: Before Event, Work,  Identify, Strategize, and Execute.

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The BE WISE Planning Strategy for Tech Executives and Entrepreneurs

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Helpful Graphics

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

The Entrepreneur’s Wheel of Life​

The Four Phases of Startup Life

The BE WISE Planning Strategy

Decision Tree for Stock Sale

If you have less than $2 million in investable assets but are sitting on an equivalent amount of vested options or other equity awards, let’s talk.