Time - 24 hours in a day - 365 days in a year. Balancing work, family, and hobbies can be a challenge for everyone, including professionals and entrepreneurs in the tech industry. In this fast-paced world, financial matters can also change rapidly and are usually left at the bottom of our priority list.
It is no secret that working in the tech industry is highly sought after. However, this industry requires unique planning considerations that are not found in others. By specializing in taking a proactive approach with tech professionals and entrepreneurs, we can collaborate to create a tax-efficient financial plan that addresses your specific problems.
I have the following questions for you to consider:
- How much are you currently paying in taxes?
- How much will you pay in taxes over the course of your working life?
- How much will you pay in taxes on your investment portfolios?
- How much tax will you pay during your retirement?
Most people may not have an answer to any of these questions. If that is the case, I believe it is time for us to get together and chat.
To tie everything together, financial planning has always been a passion of mine. I can speak from personal experience that 24 hours in a day is not enough. I too have passions and hobbies such as golf, pickleball, and cooking. The problem I face is finding time for them. Our process focuses on spending time today to have more time in the future to focus on what you WANT to do.
A real financial plan
Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.
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