Crafted Financial Planning
Crafted Financial Planning is a fee-only RIA based in Arizona, working with clients nationwide. We specialize in financial planning for technology professionals - software engineers, data engineers, and senior technical leaders - who have complex equity compensation, meaningful tax decisions, and not enough time to manage it all themselves.
Our approach is straightforward: understand who you are and what you're building, then create a plan that's simple enough to explain but smart enough to actually work. We serve as the quarterback of your financial life - coordinating with your CPA, attorneys, and other professionals so you don't have to manage three separate conversations that should be one.
Most of our clients are navigating RSU vesting, stock option decisions, or concentrated positions at companies like Google, Amazon, Microsoft, and other high-growth tech firms. Some have cross-border complexity. Some are building real wealth for the first time and want to make sure they don't squander the opportunity.
We keep our client roster intentionally small so every relationship gets real attention.
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