Maximize Your Google Benefits with Expert Financial Planning
Designed exclusively for Googlers — make confident financial decisions around equity, retirement, and your long-term goals.
Overview
As a Google employee, your compensation package offers incredible potential—but it can also be complex. Between equity grants, 401(k) options, and a wide range of benefits, it’s easy to feel overwhelmed or uncertain. We help Google employees understand, manage, and optimize every part of their financial picture.
Our mission is to help you make the most of your hard work—whether that means achieving early retirement, buying a home, or building generational wealth.
What We Do for Google Employees
RSU & Stock Compensation Planning
- Timing stock sales to minimize tax impact
- Diversifying concentrated Google stock exposure
- Managing blackout periods and trading windows
401(k) Management & Optimization
- Review and optimize your 401(k) contributions (including Mega Backdoor Roth strategies)
- Help choose the right investment mix based on your time horizon and goals
- Coordinate 401(k) strategy with overall tax and retirement planning
Benefits & Perks Integration
- Health Savings Account (HSA) strategies
- ESPP analysis and sell vs. hold strategies
- Charitable giving, donor-advised funds, and Google’s match programs
Tax-Efficient Planning
- Year-round tax planning for RSUs, bonuses, and other variable income
- Working with your CPA or offering referrals
- Scenario modeling for AMT, capital gains, and Roth conversions
Investment & Wealth Management
- Portfolio construction beyond your Google holdings
- Aligning your investments with your risk profile and tech-heavy compensation
- Passive, diversified strategies that complement your equity exposure
Financial Independence & Retirement (FIRE)
- Planning for early retirement or career changes
- Cash flow mapping and withdrawal strategies
- Monte Carlo simulations and long-term goal planning
Why We’re a Great Fit for Googlers
- Tech-Savvy Expertise: We know Google’s comp structure inside and out.
- Fee-Only & Fiduciary: No commissions, no hidden agendas—just advice in your best interest.
- Highly Personalized: We don’t use one-size-fits-all plans. Everything is tailored to your life, values, and vision.
- Bay Area Based, Serving You Anywhere: Meet virtually or in person at your convenience.
What Our Clients Say
Your Next Steps
Your financial future deserves a thoughtful plan. Schedule your free discovery call and see how we help Google employees like you thrive.