YOUR EQUITY. YOUR FUTURE.
Your purpose.
Financial planning for tech professionals navigating complex equity compensation, financial decisions, and life’s biggest opportunities.
For tech employees. For what matters.
FINANCIAL PLANNING DESIGNED FOR YOUR LIFE
You’ve worked hard to build your career. I help you make the most of it - with personalized financial planning, equity compensation expertise, and investment advice aligned with your goals.
Expert guidance for what’s next.
Financial Planning
Comprehensive, personalized planning to help you make confident decisions today and build the future you want.
Equity Compensation Planning
Clear, practical guidance on RSUs, stock options, ESPPs, concentrated stock positions, and tax considerations.
Investment Planning & Advice
Thoughtful investment recommendations tailored to your goals — without a traditional AUM model.
Advice Built Around You
Flat-fee financial planning and investment advice designed to give you expert guidance and flexibility.
MEET YOUR ADVISOR
Hi, I’m Angela.
I’m a CFP® professional and ECA, and the founder of Paired Purpose Financial Planning. I help tech professional navigate complex equity compensation, make confident financial decisions, and align their money with what matters most.
Thoughtful advice.
Practical guidance.
A plan for what matters.
WHO WE HELP
We work with employees at innovative companies - from early-stage startups to established tech leaders - who want to make the most of their compensation and create a meaningful financial future.
Built for tech professionals.
Tech employees at all career stages
RSUs, ISOs, NSOs, and other equity compensation
Concentrated stock positions
Major life transitions and new opportunities
Clients in tech, quantum, space, and other innovative industries
LET’S CONNECT
Start the Conversation
From equity compensation to life's biggest financial decisions, you don't have to navigate it all alone. Let's talk about what matters most to you.