Assets under Management
Annual Advisory Fee
$0 – $1,000,000
$1,000,001 – $3,000,000
$3,000,001 and Above
Deep, technical expertise.
Without the suit & tie.
How does my company equity fit into the big picture?
How do my partner and I get on the same page?
When do I exercise my stock options?
Am I on track for financial independence?
What do I do with this extra cash?
Will my family be ok if something happens to me?
How do I pay less in taxes?
My company is going public. What do I do?
Do my investments need tweaking?
Four Foundational Meetings
Goals & Concerns
We’ll do a deep dive into your current situation, goals, and concerns, so we can gauge where you are now and where you want to be. We’ll also discuss the role you want money to play in your life.
We’ll get everything organized, so you have a comprehensive view of your money. We cover cash flow, savings, and account structure.
How long until I’m financially independent? What happens if I change jobs? Can I afford to take a sabbatical? How much house can I afford?” We’ll scenario plan for big life decisions, so you walk away knowing what’s possible and prudent.
Investments & Equity
We’ll cover your investments, create a strategy for your company equity, discuss your risk tolerance, and provide detailed recommendations for any accounts that TechFP doesn’t manage like your 401(k).
Investment management and financial planning is ongoing
Investing Strategies Designed With Tech Professionals in Mind
No Sales. No commissions. No asset minimum.
Example #1: You are a couple. Tech FP manages $200,000. You pay the $7,500 annual minimum, which is $1,875 billed quarterly.