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
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