Comprehensive Financial Planning for Women in Technology
Specialized guidance for professionals with equity compensation, high income, and evolving career opportunities.
Your compensation structure is more complex than a paycheck. RSUs, ESPPs, stock options, bonuses, and benefits require coordination across tax planning, investment strategy, and long-term financial design. My services are built specifically for women in tech navigating these decisions.
Equity Compensation Strategy
Equity compensation can represent a significant portion of your wealth. Without strategy, it can also create tax inefficiencies and concentrated risk.
I help you evaluate:
Every equity decision is integrated into your broader financial plan.
Proactive Tax Planning
High-earning professionals in technology often experience uneven income due to vesting events, bonuses, and career transitions.
I help coordinate:
The goal is clarity throughout the year, not surprises during tax season. For advisory clients, tax preparation may also be coordinated as part of the comprehensive planning relationship.
Investment Strategy Aligned with Your Life
Beyond your company stock, you need a diversified investment strategy that aligns with your risk tolerance, time horizon, and long-term goals.
I design portfolios:
Investment management is not isolated. It is integrated with your equity and tax strategy.
Financial Design for the Life You Want
Your plan should support career growth, lifestyle changes, and long-term security.
I help address:
This is ongoing partnership, not a one-time plan.
The Women in Tech Equity Compensation Playbook
A practical guide to understanding RSUs, ESPPs, stock options, and the tax decisions that shape your long-term wealth.
If you are earning equity compensation and want to make smarter decisions around vesting, selling, diversification, and tax strategy, this guide will help you move from uncertainty to clarity.
