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Financial Planning for Tech Professionals

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Photo by Alexander Suhorucov on Pexels.com

Personalized Financial Planning Built for Tech Professionals

As a Tech Professional you want to know you’re planning for your future in the best way possible. But there are a ton of moving parts with compensation, taxes, business structures, deductions, and stock options. Jato Wealth specializes in financial planning for tech professionals.

Who’s it for?

  • Full-time tech industry workers
  • Freelance designers and engineers
  • Tech business owners

Problems you may be facing

We often hear questions like these:

  • Stock Options
    • I’ve received stock options and want to understand the best path forward
    • I want to know the most efficient way to exercise stock options and minimize taxes
    • I am considering a job change and want to evaluate varying compensation options
    • The company I work for is going public and I want to know my options
  • Diversifying investments beyond 401(k) into other vehicles like cryptocurrencies or real estate
  • Budgeting and cash flow planning with bonus or stock compensation
  • Analyzing tax implications of remote work
  • Maximizing net income and minimizing taxes with freelance income
    • I am a freelancer and want to understand how to leverage the benefits of small business ownership
  • Maximizing the effectiveness of employee benefits plans

How our advisors help

Jato Wealth Advisory is a full-service financial planning and investment management firm. We specialize in helping tech industry professionals navigate a fast-paced career and ensure financial growth & stability through complex situations.

How we help tech industry professionals:

  • Stock Options
    • We evaluate your stock compensation package and guide you on the right path
    • IPO Approaching? We work with you to understand your options and choose the best path
  • Tax Planning
    • Personalized tax planning strategies to minimize tax burden and maximize net income
    • Efficient tax strategies for freelancers and LLC owners
  • Budget and Cash Flow Planning
    • Automate savings and spending decisions with our software tools and methods
    • Credit score checks and
  • Real Estate Investments
    • Personal tax and cash flow planning for rental properties and 506(b)/(c) passive investments
    • Maximizing tax benefits of home-ownership
  • Tools and Calculators
    • First-time homebuyer calculator and home selling checklist
    • Rental property cash flow and tax tool
    • Investment guide for 506(b)/506(c) passive investments
  • Aggregation of holdings for holistic management
    • Access to eMoney Financial Planning software to consolidate your holdings
  • Comprehensive Planning and Investment Management (Check out our Advisory Services page)
    • Insurance, education, budgeting, investments, family planning, and life planning

Pricing

  • Individuals and Households: $250 / month
  • Individuals with complex situations (multiple business entities / commercial properties): $400 / month
  • Assets under management exceeding $350,000: 1% AUM
  • One-time financial plan: $500

We do not have a required asset minimum. We think that financial planning should be available for everyone.

Learn More

Contact us, or enter your email below and we’ll send more information.