Focus Areas

If you answered no to just one of these questions, you should consider working with us. TechGirl Financial is your resource for investment management, and financial planning. We believe working with you is a partnership. Not only do we care about how your investments will be managed, we want to be a resource for career growth serving women in technology. That’s why you will see our blog articles supporting women in technology, career growth, and financial articles. Your success stories are what keep us motivated, engaged, and excited to work together.

Plans are customized for our clients using Specific, Measurable, Achievable, Realistic, and Timely goals. We cover the following areas:

• Employee Benefits – creating your financial safety net
• Retirement Planning
• Corporate Benefits (Qualified and Non-Qualified)
• Tax Planning with qualified CPA
• Insurance Planning
• College Education Planning
• Social Security Income Planning
  
• Estate/Legacy Planning with qualified Estate Planning Attorney

You work hard for your money and we work hard to make your money work for you.

• Individual IRAs, ROTH IRAs, Trusts, Investment Accounts
• Corporate Benefits – 401(k)s, Profit Sharing, Qualified and Nonqualified Plans
• Restricted Stock Units (RSUs), Employee Stock Purchase Plans (ESPPs) and Stock Option planning
• Life, Disability and Long-Term Care Insurance
• Annuities/Insurance Evaluations (through affiliates)
• Investment Reviews, Recommendations, and Implementation

As part of their compensation packages, high tech employees may have access to restricted stock units (RSUs), employee stock purchase plans (ESPPs) and stock options. Managing these assets and concentrated equity positions require careful planning in order to maximize your opportunities for diversification, and tax-advantaged distribution. Our team specializes in helping high tech clients make informed, data driven decisions.

We provide education for and insights for individuals and for your professional organization. In addition to the online educational resources, we also offer speaking engagements with the following topics:

• How to Make the Most of your RSUs and ESPP Programs
• Money Matters At Every Stage
• Martinis, Manicures and Money
• Women and Money: Seven Savvy Secrets to Financial Success