We help Big Tech make the most of their careers so that they can work, live, and retire with confidence.
We've been advising Big Tech for over a decade, and we make it a point to provide tremendous value. Since 2007, we've carefully designed a niche practice with employees from GOOGLE, YOUTUBE, SPOTIFY and more.
With a deep expertise in employee compensation and benefits packages, we collaborate our knowledge and personal service that includes ongoing meetings both on-site (i.e. Google LAX, YouTube Space Playa Vista), and off-site (i.e. Virtual Hangouts). This specialty allows us to create a client-commitment culture, acting as your trusted advisor now, and along the way.
As a Fee-Only Fiduciary, we help you get really clear on your financial goals. Together, we develop a plan that aligns your finances with what matters most to you so that you can avoid the big mistakes, and help you make an informed and educated decision about whether we're the right advisor for you. We value spending time with you, asking questions and doing a lot of listening. At the end of our discovery process we'll engage 1:1 and memorialize your essentials with high-impact deliverables, which are yours to use whether we work together or not. There is no charge for our discovery process. At this point, we''ll know if we can add real value to you and you'll know if we're the right advisor for you. If we agree it's a fit then we can take the next step and start serving as your trusted advisor.
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We understand the benefits.
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401k, ROTH 401k, Mega Back Door ROTH
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Deferred Bonus & Compensation
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Equity Stock Refreshers (Class A, Class C, RSU, GSU), Vesting Schedule, and Black Out Periods
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PRETAX incentives like Health Savings Accounts (HSA), Flexible Spending (FSA), and Dependency FSA
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We are regularly on-site.
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YouTube Space (Playa Vista)
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Google LAX/SNA
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Video Conferencing (via Hangouts)
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We present our work clearly via Interactive Asset Mapping.
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Advisor Intelligence (the real AI), in real time with real action items.
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