Are you a tech employee in NYC unsure of where to start financially?

Women in tech are experiencing a surge in prominence, yet they remain significantly underrepresented in the financial services sector. We aim to narrow this gap by empowering women in tech with financial knowledge and expertise, particularly regarding their employee benefits and equity compensation they receive for their hard work.

Women in Tech are leading the charge toward a more balanced career landscape, challenging the norms of male-dominated industries. As a financial professional and a woman working in another male-dominated industry, I am dedicated to making a meaningful impact in their world. Women in tech are often highly skilled and deeply engaged in their work, but they may lack clarity when it comes to financial matters.

Are you a woman in tech in NYC earning a good income but unsure of your financial path? Are you making financial decisions without confidence, unsure if they are the right ones? If you find yourself questioning your financial choices and feeling stressed about your financial future, we’re here to help with our financial planning for women in tech.

Our Typical Client

• She is a Woman in Tech or similar industries in NYC making more than $200,000 a year
• She recognizes her limited time and energy for managing finances alone. She wants help to gain greater confidence in financial decision-making.
• She doesn’t know what to do with her stock options and RSUs. She wants to know the tax implications of her equity comp.
• She seeks strategies to ensure wise spending habits and wants to know if she is on track for her financial goals.

Our Process

We offer comprehensive financial planning tailored specifically for women in the tech industry, respecting their unique lifestyle and financial priorities. Here’s how we work.

1. Introductory Call (15 mins): During this call, we’ll evaluate mutual fit, build rapport, and introduce our firm and its values.  
2. Demo Call (30 mins): Get a preview of the analysis you’ll receive through our financial planning software and understand what to expect.
3. Engagement Paperwork: E-sign the necessary paperwork to formalize our engagement.
4. Financial Organization (90 mins): We’ll review all necessary data, discuss your concerns, goals, and desires, and help you get organized to understand your unique needs.
5. Priorities Set: Collaboratively review priorities, timing, and expectations for the first 12 months. This involves analyzing your current financial status using our financial planning software.
6. Deeper Dive: Focus on developing a strategy around your high-priority items.
7. Plan Delivery: We’ll analyze the strategy together, discuss important aspects, and translate complex financial jargon into simple terms.
8. Implementation: Prioritize actions and follow through, with us serving as your accountability partner and financial behavioral coach to progress toward your goals.
9. On-going Maintenance: Financial planning is an ongoing process. We’ll work with you long-term to monitor progress, transform your financial life, and help ensure your financial wellness. Our focus is on providing guidance and resources, with a client-centric and client-led approach.

Our Pricing

Our comprehensive financial planning services start at $3,000 per person and $3,500 per couple annually, depending on the complexity of your financial situation. Payment can be made monthly, quarterly, or annually according to your preference. There is no minimum asset requirement to participate in our financial planning program.

We designed this program to ensure that individuals and couples, regardless of their current financial status, have access to financial planning services aimed at empowering them to take control of their financial future. We are committed to supporting women of all income levels and believe in making financial planning accessible to everyone.

In addition, we offer a DIY Financial Planning model. If you’re interested in learning more, please don’t hesitate to contact us for further information. We’re here to advocate for and support women on their financial journeys.

Click here to schedule a complimentary call and discover if we’re the right fit for you. You’ll be amazed at how much you can learn in just a short conversation. We are excited to learn about you and your life!

Not quite ready for a call? No problem! Take some time to read our latest blog posts below and discover how you can take control of your finances starting today!

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