SeedSafe Financial

ACHIEVERS

Focused on bringing your A-game at work: learning how tech compensation packages work, what to do with your 401(k), how to cut down on loans, and use your extra cash.

TECH LEADERS

Moving up at work brings new challenges - negotiating compensation, growing your family, and making the most of your financial opportunities. Tax time is no longer the same!

ENTREPRENEURS

You have higher volatility in your financial life: living and breathing your passion means outsourcing finances to your personal CFO for cash management, tax planning, and maintaining your nest egg.

Comprehensive Planning

Our approach involves analyzing many angles of your financial life: cash management, debt, savings, investments, taxes and risk management

Strategic Insight

Don't wait until you have +$1 million to bring in an expert. Reach your financial goals faster and with less heartache by tackling the tough questions now.

Spending Plans

Budgets don't always work the way we want - spending plans make sure you spend money on the things you care about and value.

Grow Beyond

Beyond financial planning, we focus on bringing people together to learn more, find more opportunities, and enjoy a fulfilling life.

Do you feel like you make a relatively large amount of money but aren't sure if you are on the right path?

Do you want a guide to help you figure out what to do with your stock compensation?

Let's work together to make sure you aren't missing out on financial opportunities.

No minimum investment assets required - we focus on building your wealth.
We are a fiduciary and we are accountable to our clients - we say what we do, and do what we say.

Featured Topics

Career Changes

Career pig

Stock Compensation

Stock Comp Pig

Family Finances

Family pig

Investing & Tax Planning

Piggy bank couple

Optimizing Income

RSUs in your portfolio

Protecting Your Family

Baby pig

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