Are You a Tech Professional Looking to Get More Out of Your Finances?
So glad we found each other.
You’ve worked too hard to let money steal your freedom!
Our team specializes in working with tech professionals just like you, to help you stay one step ahead.
Working in tech can be stressful. Period.
You have a unique compensation structure. Stock options? Cash bonuses? RSUs, ESPPs, & IPOs? We get it. You’ll encounter pressing questions most people don’t have to endure regularly.
Our team simplifies the details of compensation, employee benefits, vesting schedules, job offers - and any other financial questions you may have - in a way that is easy to understand (say goodbye to confusing finance jargon 👋).
We educate you to make empowered decisions with a framework that we’ve developed over the years known as the “Excess Model™️.”
Work With a Team That Knows the Financial Ins and Outs of Your Industry
Gain confidence and peace of mind working with a team that already knows the answers to your questions.
Most firms may not understand your financial situation the way we do. As a tenured tech professional, you shouldn’t have to explain what is otherwise common knowledge amongst your peers to your advisor.
Our team speaks your language. We’ve helped hundreds of other tech professionals gain confidence with strategic financial plans tailored to meet what’s important to them.
We take a proactive approach to meet with you on an ongoing basis. You’ll work with a team that connects and collaborates with you around all life events. That includes your company’s important dates like stock vests or cash bonuses.
Most Firms:
Meet with you quarterly to review pretty pie charts showing how your investments have done compared to “the market” on a historical basis
May not understand your unique employer benefits and how to maximize them for your situation
May have a bias towards how you should view your company stock based on their objectives, not yours
Consilio Wealth Advisors:
Consistently meet and plan around life events; review the past and plan for the future
Advisors who understand your unique employer benefits and how to maximize them for your situation
Implement a framework to help you connect your equity compensation to your goals, based on your risk tolerance
Are you a tech professional looking for financial guidance?
Keep reading, we might be a fit if…
Do you work at Amazon, Microsoft, Meta (Facebook), or Google?
Is your household highly compensated in company stock?
Are over the age of 45 with a family?
Do you already max out your 401(k), and have at least $1M of investable assets?
Do you believe in professional advice, and you’re a nice person? (seriously, that last one is a deal-breaker…)
Explore Our Recent Posts
