Simplify Wealth Planning
I built SWP because I've been where you are: grinding through long days in a corporate career, 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
Solutions for Complex Financial Lives
Every client at Simplify Wealth Planning gets a tailored financial roadmap built around:
- Tax Mastery: Proactive strategies to potentially 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 + Investment Management from $6,500/yr
- Premium Strategies for high-net-worth tech pros (from $8,500/yr)
- Project-Based Comprehensive Plans ($6,500–$12,500)
Let’s Connect
Visit www.simplifywealthplanning.com for your free "Are You On Track" analysis.
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.