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Our Clients

Our goal is simple: Financial Health! 

Why does TechGirl Financial work with people in technology?

We find the characteristics that make tech professionals strong candidates for financial independence are confidence, decisiveness, and a willingness to delegate.  They recognize their strengths and weaknesses and are not afraid to turn to professionals to get things done right. It also helps that they are tech savvy and open to working with advisors remotely and online. 

Why do we want to help you?

It's what we love.  For over 20 years we've been guiding individuals and families create customized financial strategies to meet their goals. For most of our clients there just isn’t enough time in the day! Work is consuming and by the time you make it home, the last thing you want to think about are their investments.  That's our job.

Are you confident, decisive and comfortable delegating? If so, let’s talk.

TechGirl Financial is accepting new clients typically with some of the characteristics below:

  • Average assets under management range from $250,000 to $5 Million
  • Account minimum is $250,000, however, this is flexible if you plan on adding annually to your account
  • Have Restricted Stock Units (RSUs) or participating in a Employee Stock Purchase Plan (ESPP)
  • Willing and able to make informed decisions with their money
  • Understand what it means to work hard and value what you have earned
  • Want to simplify and enjoy their life by having competent, trustworthy professionals help them with their financial affairs
  • Respect us and our team, valuing our opinion, experience and insight
  • Enjoy the simplicity of having all of their assets managed in one place
  • Value the merits of a patient, long-term wealth-accumulation strategy
  • Consult us before making a major financial decision or upon a major life change

If this sounds like you, book some time with our team for an initial consultation to see if we are a good fit.

Book an Initial Consultation via Zoom

Find Your Perfect Fit

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