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Financial Planning for Technology Professionals

technology professional

Understanding the Complexity of Tech Industry Pay

Technology professionals frequently face financial decisions that extend beyond a traditional salary. Key challenges can include:

  • Determining when to sell or exercise equity awards to manage tax implications.
  • Coordinating RSUs, PSUs, and other equity incentives within a broader financial strategy.
  • Planning for major career milestones, such as promotions, IPOs, or company liquidity events.
  • Balancing short-term cash flow needs with long-term financial goals.

A structured financial planning process can help tech professionals weigh options and build a comprehensive financial strategy.

technology professionals get financial help

How Savant’s Financial Advisors Can Support Tech Professionals

Working with a Savant financial advisor can offer guidance to help you:

  • Integrate equity awards, bonuses, and other compensation into a holistic plan.
  • Explore approaches to managing taxes across income, investments, and equity events.
  • Prepare for career milestones and potential liquidity events.
  • Coordinate planning with other advisors, including accountants and estate planning attorneys.

Savant’s deep bench of specialists includes financial advisors with Certified Equity Professional (CEP®) and Chartered Financial Analyst® designations, Certified Public Accountants (CPAs), and estate planning attorneys. Together, they work with you to consider your financial decisions within the context of your broader career and personal objectives.

tech professionals

Explore a Personalized Approach for Technology Professionals

Savant’s financial advisors and specialists offer tech professionals a personalized approach to managing complex compensation and wealth decisions. You can schedule a conversation to discuss how our process may help you evaluate strategies and plan your ideal future.

Savant's Financial Views & News

Solventum RSU Vesting

Understanding Solventum RSU Vesting and Next Steps 

You’ve spent the past three years patiently waiting, and now the day is here. The Restricted Stock Units (RSUs) you earned based on your 2022 services and received in 2023 vest February 7, 2026. Once that happens, the shares become fully yours to manage, sell, or hold. This milestone marks the realization of compensation tied […]

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Planning a Semi-Retired Life

The possibility of a delayed or semi-retirement is more relevant than ever. With many working remotely from home, semi-retirement provides an opportunity to leverage these new possibilities to leave corporate life sooner and develop work/life balance at a younger age.

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