Financial Planning for Technology Professionals

Strategies to Help Maximize the Impact of Your Career Success

High-earning technology professionals often receive complex compensation packages, including restricted stock units (RSUs), performance stock units (PSUs), and other equity awards. Managing these alongside bonuses, career milestones, tax considerations, and future financial goals can feel overwhelming. Our approach can help tech professionals assess their financial situation, evaluate strategies, and plan their ideal futures, supporting decisions that align with both career achievements and personal objectives.

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.

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.

Planning Insights for Technology Professionals

Technology professionals often seek guidance on topics such as:

Timing the sale or exercise of RSUs, PSUs, and other equity awards.
Understanding the impact of equity awards and bonuses on overall tax planning.
Preparing for career transitions, IPOs, or other liquidity events.
Aligning financial decisions with personal goals, family needs, and long-term objectives.

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.

Connect with a Financial Advisor for Tech Professionals

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