Tech Professionals
As a tech professional, you navigate complex financial challenges—equity compensation, ISOs, NSOs, RSUs, high tax burdens, and the uncertainty of startup life. At Fortitude Financial Planning, we specialize in helping tech employees, startup founders, and executives simplify, optimize, and maximize their wealth through conflict-free, flat-fee financial planning.
We understand the unique financial landscape of the tech industry, where compensation isn’t just a salary—it’s a mix of stock options, bonuses, and liquidity events that require careful planning to minimize taxes and maximize returns. That’s where we come in.
We Help Tech Professionals and Startup Founders:
Optimize Equity Compensation – Understand your ISOs, NSOs, and RSUs to avoid costly tax mistakes and create an exit strategy.
Reduce Tax Liabilities – Proactive tax planning to help you keep more of what you earn.
Plan for Liquidity Events – Stock option exercises, IPO windfalls, and secondary sales require careful financial navigation.
Build Long-Term Wealth – Smart investing strategies designed for tech professionals and their career trajectories.
Navigate Career Transitions – From startup to FAANG to entrepreneurship, we help you manage financial changes confidently.
Why Choose Us?
Flat-Fee, No Commissions – We’re fiduciary financial planners, meaning we act in your best interest without hidden fees or sales pitches.
Tech-Savvy & Industry-Specific – We speak your language and understand the complexities of startup equity, VC funding, and tech career paths.
Personalized, Future-Focused Planning – Your financial journey is unique, and we build strategies that evolve with your career.
Whether you’re an early-stage startup employee, a seasoned engineer at a tech giant, or a founder preparing for a big exit, our team is here to help you take control of your financial future.
Ready to optimize your wealth? Contact us today to schedule a consultation with a trusted financial planner for tech professionals and startup founders.