Women in tech
Financial planning for women in tech, in the Bay Area, Chicago, and beyond
What we work on
RSUs, ESPPs, and stock options
What to hold, what to sell, and the tax on each.
How much of your net worth sits in your employer's stock.
Cash flow with salary, bonuses, and vesting dates that don't line up.
Layoffs and severance, and what to do in the weeks after.
An exit plan, if you want to leave tech on your own terms.
Retirement accounts, benefits, and open enrollment choices.
Virtual, wherever you work
I started this firm in Illinois in 2015 and spent my early planning years in Chicago before moving to Carlsbad. Today I work with clients virtually, so Chicago, the Bay Area, and anywhere else in the country are in range.
I work with clients virtually across the country, so California isn't required.
That's one of the most common things we work on. We look at your vesting schedule, the tax on each type of grant, how concentrated you are in one company, and what the money is for, then set a selling plan you can stick to.