Rebecca Jackson, CPA / PFS™, CFP®, RLP

    Let’s find the right kind of support, ya’ll.

    Hi, I’m Rebecca from Austin, TX!  I’m the founder of SeedSafe Financial and I’d love to meet with you.

    You don’t need to know which service you need before we talk.

    That’s part of our job.

    We’ll start by understanding where you are today, what’s changing, and what you want your money to make possible.

    Whether you’re building wealth, navigating a more complex financial life, or living in the financial independence you’ve created, we’ll help you understand what kind of advice makes sense for you.

    And if you don’t need everything we offer, we won’t try to sell it to you.

    What to expect

    Our first conversation is simply a chance to get to know each other.

    We’ll talk about:

    • What’s happening in your financial life right now

    • The questions or decisions that brought you here

    • What’s working – and what feels less clear

    • What you’d like from a financial advisor

    • Which of our relationships, if any, seems like the right fit

    You don’t need to prepare a financial plan, gather every statement, or have all the answers.

    Just bring the questions that are on your mind.

    You may be here because…

    You’re building.

    Your career and wealth are growing, and you want to make good decisions now that have time to compound.

    Build offers a focused financial planning engagement to help you understand where you stand and what deserves your attention next.

    Life has gotten more complicated.

    Equity compensation, taxes, investments, career decisions, family, or a major transition have made the pieces of your financial life increasingly interconnected.

    Navigate is our ongoing financial planning relationship for times when deeper, more proactive advice can make a meaningful difference.

    You’ve built enough.

    You’ve reached – or are approaching – financial independence or retirement, and your priorities are shifting from accumulating more toward living well with what you’ve created.

    Canopy provides thoughtful investment, tax, and financial guidance for this next season.

    Not sure where you fit? That’s completely fine.

    We’ll figure that out together.

    What happens after we talk?

    If we think we can help, we’ll explain what we recommend, why we recommend it, and what it costs.

    If a different SeedSafe relationship would serve you better, we’ll point you there.

    And if you don’t need the level of advice we provide (or another firm would be a better fit) we’ll tell you that too.

    The goal isn’t to sell you the most financial planning.

    It’s to understand what your financial life actually requires.

    A few things worth knowing

    SeedSafe is an independent, fee-only fiduciary financial advisory firm providing financial planning, investment management, and tax services.

    We have particular expertise working with technology professionals and the decisions surrounding equity compensation, concentrated stock, taxes, and financial independence – but you don’t need to work in tech to work with us.

    We work with clients virtually across the country.

    Excellent advice. Without the excess.