FAQs About Working With a Fee-Only Financial Planner for Women in Tech
We work primarily with high-achieving women in tech and other equity compensated industries who are building meaningful wealth and want to use it intentionally.
Most of my clients:
- Earn $250,000 or more in household income, and/or
- Have accumulated $700,000 or more in investable assets
- Receive equity compensation such as RSUs, ESPPs, stock options, or bonuses
- Are navigating career growth, leadership roles, IPOs, job transitions, or sabbaticals
Many are in their thirties, forties, or fifties and are balancing ambitious careers with relationships, family, aging parents, or simply a desire for more freedom and flexibility.
While we have deep experience serving high-net-worth households, we also work with women who are still in their peak earning years and want to make smart decisions now. The common thread is not just income or net worth. It is intention.
We offer comprehensive financial planning designed for high-earning women in tech and equity-driven careers.
We help you understand and plan around RSUs, ESPPs, and stock options, build tax-aware investment strategies, diversify company stock, and prepare for retirement or financial independence. We also guide you through career changes, promotions, IPOs, and other transitions so your financial plan evolves as your life and income grow.
Everything is integrated. Your equity compensation, taxes, investments, and long-term goals work together in one clear, thoughtful strategy designed to support your freedom and confidence.
Our services are best suited for professional women and families with a household income of at least $250,000 annually OR who have accumulated $700,000 or more in investable assets. If you’re below this threshold but are committed to growing your wealth and believe our services could be valuable to you, we encourage you to reach out for an initial consultation. We can discuss your specific needs and determine if we’re a good fit for each other.
We are a fee-only firm. That means we do not earn commissions or receive compensation for selling financial products. Our advice is not influenced by outside incentives.
Our clients pay a transparent advisory fee for comprehensive financial planning and investment management. For ongoing clients, tax preparation is fully integrated and is not billed separately.
This structure allows your investments, equity compensation, and tax return to work together under one coordinated strategy designed around your long-term goals.
Yes, we work with clients nationwide. While we are based in Cooper City, Florida, we offer virtual meetings and collaborate with clients across the country to provide tailored financial planning and tax strategies, no matter where you are.
I speak both English and Spanish and am happy to communicate with you in the language that you prefer and feel most comfortable speaking
Tax strategy is built into everything we do. For high-earning women in tech, taxes are often the single biggest expense, especially when equity compensation is involved.
We help you make thoughtful decisions around RSUs, stock options, bonuses, and investment income so you understand the tax impact before you act. That includes planning the timing of stock sales, managing concentrated company positions, and coordinating investment decisions with your overall income picture.
We review your tax return each year as part of your planning process and proactively look for opportunities to improve efficiency. This may include strategies such as tax-loss harvesting, retirement contribution optimization, charitable giving strategies, or evaluating the tax impact of major life decisions like buying a home, changing jobs, or starting a business.
Our goal is not just to file a return. It is to create a coordinated strategy where your investments, equity compensation, and taxes work together in support of your long-term financial independence.
I specialize in working with high-earning women in tech and equity-driven careers. That focus matters.
Many of the women who come to me are successful, intelligent, and earning well, but they feel uncertain about how their RSUs, stock options, bonuses, and taxes fit together. They are often frustrated by generic advice, unclear fees, slow communication, or advisors who do not fully understand equity compensation.
My approach is different in three important ways.
- First, everything is integrated. Your investments, equity compensation, and tax strategy are coordinated under one relationship. Tax preparation is included, so planning and execution stay aligned.
- Second, you work directly with me. I take the time to understand what financial independence means to you, whether that is career flexibility, optional retirement, supporting family, or building long-term generational wealth.
- Third, I believe clarity creates confidence. You will understand how you are invested, why decisions are made, and how each strategy supports your long-term goals.
This is not one-size-fits-all financial advice. It is a strategic partnership designed for women building meaningful wealth and wanting to use it intentionally.
