Are you a Microsoft tech professional who wants help making confident financial decisions?
You’ve worked hard to reach your career milestones. You deserve confidence around your finances, too. We help bring your goals to life by creating a long-term strategic plan (one-of-a-kind designed for you!).
Complex Compensation Deserves Thoughtful Analysis
1) Base Salary → 2) cash bonuses → 3) Stock Awards
Your base salary is only one piece of your financial picture —and is not one-in-the-same with your cash bonus and stock compensation. Add in your ESPP and DCP, and you have a decision to make almost every month! We guide you through a process to transform your financial puzzle into a financial plan.
Plan for every pivotal moment that comes your way.
Our team speaks your language regarding Microsoft’s benefits and compensation.
Plan how much you need to save (…it’s not always as much as you think)
Feel good about spending “excess” money in your plan
Align all of your compensation & benefits with your objectives:
ESPP (Employee Stock Purchase Plan) - click here for our cheat sheet on your Microsoft ESPP
RSUs (Restricted Stock Units)
DCP (Deferred Compensation Plan)
Navigate cash bonuses and vesting schedules
401(k), After-Tax to Roth—aka Mega Back-door Roth 401(k) - click here for our guide to maximizing your Microsoft 401(k)
Compare job offers - see how each scenario affects your financial plan
Schedule check-in meetings around company/life events with a proactive team
Mark Your Calendar: Microsoft Benefits | Important Dates
Stock vests, ESPP offering periods, DCP enrollments, and your cash bonus - you have important decisions ten months out of the year!
Our team takes a proactive approach around these significant dates to ensure that you go through each year with confidence. Maximize your Microsoft benefits to align with your financial plan.
Explore Our Insights
You have more control over your finances than you may realize. And you deserve it.
Leave your financial worries at the door. Unlock the full potential of your Microsoft benefits, and win the tax game. Work with a team that specializes in helping people just like you.
Consilio Wealth Advisors (CWA) is not affiliated with Microsoft. While CWA communicates with its clients regarding their Microsoft employee benefits, and maintains records on Microsoft’s Benefits, there is no guarantee that the information provided is accurate or up-to-date. Microsoft employees should rely on their employer for the most up-to-date information on their benefits, and for answers to any questions regarding their specific situation. There is no guarantee as to the current accuracy of, nor liability for, decisions based on such information and it should not be relied on as such. This information is designed to be educational only, and does not constitute financial advice.