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.
Accountability
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.
Many of our clients have stock options, RSUs, and other equity awards and come to us for strategic planning to minimize taxes, increase diversification, and decrease their overall investment risk.
If you have less than $2 million in assets but are sitting on an equivalent amount of vested options or other equity awards, let’s talk.
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.
Looking for more info? Our blog offers commentary and time-tested tips that can help you make sense of what’s happening in the tech world.
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
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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
