Financial planning for tech professionals with company stock ready to integrate it into their financial life.
Clarity, Control & Intention
There are many mistakes we can make when investing, the most significant of which is sitting out of the market. Most of the others lead us to the conclusion that we should sell our portfolios and "wait for a better time to invest."
In this “bullet point post,” I’ll share what I believe you need from your Financial Planner (even if that might be you!)
Most people will delay paying tax as long as possible. We see this quite often in taxable investment portfolios where you can choose to sell investments with gains or losses when readjusting your portfolio.
How can we find joy in our spending? When we know it aligns with our values and goals. This sounds simple but is not so easy to do in real life. First, we don’t often think about our values. Things like good health, caring for family, or securing a thriving future do not come to mind as we browse online or stand in the grocery store.
Before capitalism the world knew only one way to live together: follow someone who became a leader either through feats of strength, lineage, or some other unrelated factor, and depend on him (mostly “hims”) to lead you well.
There is always room for change or improvement when it comes to your finances. But what you really should be asking yourself is this: Am I looking to optimize my current situation, or am I looking for tremendous improvement? In fact, for most people, simply understanding their current situation – what they own, what they make, what they spend, and what they owe – can be a radical improvement. This type of realization helps you grasp the bigger picture rather than spending energy on some minor issues.
