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. […]
Your Simplified Guide To Equity Compensation At Start-Ups
Congrats! You’re working at a start-up and you’ve been granted equity compensation so you can participate in the future growth of the company. Do you feel more invested in the company? I hope so. But what does this equity compensation mean to you? How does this impact your financial life? What are the risks?[…]
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[…]
Top 5 Blog Posts Of 2020
With 2020 wrapping up, there have been a lot of ways your financial life has been impacted. We had the Coronavirus stock market crash which was the first >20% decline in the stock market since 2009. We had the CARES Act pass in late March with several important financial provisions, including the creation of the[…]
How To Buy A Home When You Have Substantial Student Loan Debt
Buying a home is a big financial investment. It’s very likely the largest financial investment you have ever made. This is why I strongly recommend first challenging the belief that buying a home is always right for you. It’s critical that you fully weigh the pros and cons of making this financial investment and understand[…]
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