FINANCIAL PLANNING FOR TECH PROFESSIONALS
Your career is unique.
Your financial plan should be, too.
Working in technology can create extraordinary financial opportunities—and equally complex decisions.
From restricted stock units and stock options to changing compensation packages, concentrated investments, and early retirement opportunities, your financial life may look very different from that of someone with a traditional salary.
At Paired Purpose Financial Planning, we specialize in helping technology professionals make sense of these complexities and turn financial opportunities into meaningful possibilities.
Our planning approach is relevant to employees at companies such as Microsoft, Amazon, Meta, Google, and emerging technology startups.
For tech employees. For what matters.
WE UNDERSTAND THE TECH INDUSTRY
Whether you're building your career at an established technology company or navigating the uncertainties of a startup, your compensation and financial decisions deserve thoughtful attention.
With eight years of experience in financial planning, including advising employees at major technology companies and privately held businesses, Angela brings specialized knowledge to the challenges tech professionals face.
Her perspective is also personal. With a husband working in technology, she understands how equity compensation, career transitions, and financial decisions affect families beyond the workplace.
WHO WE WORK WITH
Employees at Established Technology Companies
Your compensation may include significant RSUs, employee stock purchase plans, deferred compensation, and other benefits.
We help you evaluate how these components fit into your overall financial picture.
Startup & Private Company Employees
Private-company equity presents unique challenges, including valuation uncertainty, liquidity limitations, and potentially significant tax considerations.
We help you understand your options and develop strategies for navigating financial decisions before and after a liquidity event.
Professionals in Emerging Technology
From quantum computing to aerospace and other innovative industries, we understand that complex compensation arrangements aren't limited to traditional technology companies.
We help professionals in emerging industries develop financial strategies that reflect their opportunities and risks.
Make informed decisions about your equity.
EQUITY COMPENSATION IS MORE THAN A PAYCHECK
Equity compensation can be one of the most valuable—and complicated—parts of your financial life.
We help you navigate:
Restricted Stock Units (RSUs): Vesting schedules, tax considerations, and strategies for holding or selling shares.
Nonqualified Stock Options (NSOs): Exercise costs, ordinary income implications, and liquidity planning.
Incentive Stock Options (ISOs): Exercise strategies, alternative minimum tax (AMT) considerations, and timing decisions.
Employee Stock Purchase Plans (ESPPs): Understanding purchase discounts, holding periods, and tax treatment.
Private Company Equity: Evaluating liquidity constraints, potential exit events, and concentrated financial exposure.
Concentrated Stock Positions: Developing strategies to balance company-stock exposure with broader financial goals.
The objective isn't simply to maximize the value of your equity compensation.
It's to make informed decisions about how your equity fits into the life you want to build.
Your stock awards are only one part of your financial picture.
BEYOND EQUITY COMPENSATION
We also help you think through questions like:
Can I afford to leave my job?
Should I sell company stock or continue holding it?
When could I realistically retire?
How should I invest outside my employer’s stock?
Am I saving enough for my children’s education?
How do I balance enjoying life today with preparing for tomorrow?