Simplify Wealth Planning

I built SWP because I've been where you are: grinding through long days, juggling employer stock decisions (stock options, RSUs, etc), and feeling the pressure of financial decisions.

The Tech Pro's Dilemma

You're earning well, but managing your wealth feels like a stressful chore:

    - Employer stock packages sit untouched

    - April brings surprise tax bills

    - Retirement and investment strategies remain undefined

    - Mental clutter from too many complex financial decisions

The Real Cost of Delay

    - Tens to hundreds of thousands potentially lost to overlooked tax strategies

    - Financial missteps pushing back your work-optional date

    - Missed opportunities to secure your family's long-term well-being

Clear Solutions for Complex Financial Lives

Every client at Simplify Wealth Planning gets a tailored financial roadmap built around:

    - Tax Mastery: Proactive strategies to slash your tax bill

    - Employer Stock Clarity: Decoding stock options, RSUs, ESPPs, and tax traps like AMT

    - Advanced Scenario Modeling: Clearly see outcomes before you make an irreversible decision

    - Strategic Investing: Portfolios built uniquely for your goals, while keeping tax-efficiency at the heart of it

Pricing and Flexibility You Can Trust

    - Ongoing Planning from $3,000/year

    - Premium Strategies for high-net-worth tech pros (from $6,000/year)

    - Project-Based Comprehensive Plans ($3,000–$10,000)

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

Call for an Appointment Austin, TX 78747 Phone: (512) 593-2702

Primary Office

Call for an Appointment Austin, TX 78747 Phone: (512) 593-2702