I’ve had some version of this conversation in nearly 70% of our client meetings. A high-income professional with equity compensation, a solid savings rate, and a net worth well into seven figures asks some version of the same question: “Do I have enough to stop?” Sometimes it’s direct. Sometimes it comes disguised as a housing[…]
Your Comprehensive Guide to Equity Compensation at Private Companies
Equity compensation at a private company is one of the most financially complex components of your financial life. Done right, it can accelerate your path to financial independence by years. Done poorly, it can cost you six figures in unnecessary taxes, or leave you holding worthless shares you paid real money to own. I’ve worked[…]
Financial Planning for Klaviyo’s IPO: What To Do Next Post-IPO (Part 4)
Welcome to the final part in the Klaviyo IPO blog mini-series! This blog wraps everything together at a high-level so you can feel as prepared as possible for the Klaviyo IPO. If you haven’t read part 1 (What to expect with Klaviyo’s IPO), part 2 (5 mistakes to avoid) and part 3 (Creating a plan[…]
Financial Planning For Klaviyo’s IPO: Creating A Plan For Your RSUs, ISOs + NSOs (Part 3)
Welcome to part 3 of 4 in the Klaviyo IPO blog mini-series! This blog focuses on the RSU, ISO and NSO execution strategy when preparing for Klaviyo’s IPO. If you haven’t read part 1 (what to expect with Klaviyo’s IPO) and part 2 (5 mistakes to avoid) then I highly recommend going back and reading[…]
Financial Planning For Klaviyo’s IPO: 5 Mistakes To Avoid (Part 2)
Welcome to part 2 of 4 in the Klaviyo IPO blog mini-series! This blog focuses on the 5 main mistakes to avoid when preparing for Klaviyo’s IPO. If you haven’t read part 1 (what to expect with Klaviyo’s IPO), then I highly recommend going back and reading that blog since it will provide valuable context[…]
Financial Planning For Klaviyo’s IPO: What To Expect (Part 1)
On Friday, August 25th, 2023, Klaviyo finally filed its S-1 (a public document filed with the SEC to kick off the IPO process). If you are a Klaviyo employee… woohoo! This is amazing news. You may be feeling excited, stressed, anxious and confused all at once …. and that’s totally normal. If you have equity[…]
4 Steps To Determine The Right Home Budget For You
Buying a home is one of, if not the biggest, financial decision you will ever make. However, many people buy a home without truly understanding how other areas of their life may be financially impacted. Mortgage companies may offer you a large mortgage, but that doesn’t mean it’s the right mortgage amount for you. […]
Should You Invest in Real Estate? 3 Questions to Ask Yourself Before You Start
One of the most common questions that I field from clients is this – “should we buy real estate”. Well, my answer is both appropriate yet frustrating… it depends! It depends on a lot of things. Buying real estate is a big financial decision. It’s not like buying an index fund – you can’t just[…]
The American Rescue Plan Act of 2021: 4 Major Ways It Impacts Young Families
After weeks of debate, President Biden signed the American Rescue Plan Act of 2021 into law on March 11, 2021. This act contains many provisions that directly impact young families, but this blog highlights the four provisions that I thought were most applicable: The stimulus checks/stimulus tax credit Increased child tax credit Increased child and[…]
How To Prepare Your Finances For A Family Sabbatical
*This blog initially was published on Career Gappers as a guest post. One of the most encouraging recent trends in the workforce is more people abandoning the “9-5, work-until-you’re-65” concept. With enhancements in technology, we are no longer forced into the traditional corporate structure. You can now build your career so you can work when[…]
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