Financial Planning for Tech Professionals
Tech-driven careers need future-focused financial strategies
Why Choose MoneyToLife?
- We Speak Tech: We understand the nuances of tech industry compensation, culture, and pace.
- Personalized + Scalable: Whether you're in Big Tech or a fast-growing startup, we create strategies built just for you.
- Freedom to Focus: You focus on building the future—let us help you protect and grow what you’re earning today.
What We Offer:
-
Equity Compensation Guidance
From stock options (ISOs, NSOs) to RSUs and ESPPs, we help you understand, manage, and optimize your equity to avoid surprises at tax time and maximize value. -
Tax-Efficient Strategies
Make the most of your income and equity by minimizing taxes through smart planning and proactive strategies. -
Cash Flow & Budgeting Plans
Turn high earnings into high impact. We help you build a flexible, forward-thinking plan that aligns with your lifestyle and future goals. -
Retirement Planning for High Earners
Maximize 401(k), mega backdoor Roth, and other tax-advantaged savings strategies tailored for high-income tech professionals. -
Career & Life Transitions
Changing jobs? Going remote? Thinking of taking a sabbatical or launching a startup? We’re here to support you through every decision with a financial plan that adapts with you. -
Investment Strategy Alignment
We align your portfolio with your goals, risk tolerance, and the volatility that can come with equity-heavy compensation.
