Simplify Wealth Planning

Simplify Wealth Planning (SWP) was started to help tech professionals like you master your money and live your best life. Whether you’re just starting out or already crushing it in your career, we’re here to guide you through the financial maze that comes with working in tech. Are you: Feeling alone when it comes to money matters? Making more money than ever but not sure how to make the most of it? Getting paid in company stock but don’t know how to handle it? Living in an expensive city and dreaming of owning a home someday? Wanting to grow your wealth and achieve your goals without wasting hours on financial planning? Looking for expert guidance on tax, investment, insurance, and estate planning? If any of these sound like you, then we might be a perfect match. Here’s how we can help you: Simplify your equity compensation and tax planning. We help you understand your stock options, RSUs, ESPPs, and other forms of equity compensation. We can also help you minimize taxes and optimize your cash flow. Build an investment strategy. We help you create a diversified portfolio that aligns with your risk tolerance, time horizon, and goals. We can also help you monitor and rebalance your portfolio as needed. Protect your assets and legacy. We help you review your insurance needs and create an estate plan that reflects your wishes. Educate you. We won’t just tell you what to do, we’ll explain why our recommendations make sense for you. If you’re interested in learning more about our services, visit our website We also send out an educational blog post each week. Subscribe and stay in the know!