Financial Planning Designed for Netflix Professionals
Netflix employees receive a unique compensation package that blends base salary with generous stock options and bonuses. While this opens the door to significant wealth-building opportunities, it also creates complexity. We’re here to help you make the most of it.
As a fiduciary advisor based in the Bay Area, we specialize in financial planning for professionals at companies like Netflix. From equity to taxes to long-term planning, our team brings clarity, strategy, and confidence to every stage of your financial journey.
What We Do for Netflix Employees
RSU & Stock Option Planning
Netflix offers generous equity—but without a plan, you may be overexposed. We help you manage grants, understand tax timing, and diversify wisely.
401(k) & Bonus Optimization
We’ll help you maximize your pre-tax, Roth, and after-tax contributions while aligning your savings strategy with long-term goals.
Tax Planning for Equity Comp
Avoid common pitfalls by planning ahead for capital gains, AMT, and withholding surprises—especially as your stock vests or is exercised.
Budgeting & Cash Flow Guidance
Translate irregular compensation into a steady plan that supports lifestyle goals, family needs, and peace of mind.
Benefits Review & Risk Protection
Make sure you’re taking full advantage of Netflix’s top-tier health, life, and disability insurance—and ensure your protection plan grows with you.
Exit Strategy & Career Transitions
Considering a role change, sabbatical, or exit? We help you plan ahead so your finances stay solid through big decisions.
Why Netflix Employees Work With Us
We’ve worked with tech professionals across the Bay Area, including Netflix team members, and we understand the fast-moving, high-stakes nature of your compensation structure. Our services are:
Fiduciary & fee-only – We always act in your best interest
Equity-comp savvy – Deep experience with RSUs, ESPP, and stock option strategies
Personalized & strategic – Tailored advice for your role, goals, and fam
What Our Clients Say
Start Planning with Confidence
Book a Free Financial Strategy Session. Meet 1-on-1 with a Netflix-savvy advisor to discuss your unique goals and questions.
Personalized Planning for San Francisco Bay Area Families and Professionals
At Modern Family Finance, we’re proud to be a top-rated San Francisco financial advisor serving individuals, couples, and families across the Bay Area. Whether you’re navigating tech equity, managing self-employment income, or planning for financial independence, our mission is to help you align your money with your life—intentionally and without judgment.
We are a woman- and LGBTQ-owned financial planning firm based in San Francisco’s Outer Sunset. We live here, raise our families here, and understand the unique financial realities of the Bay Area better than most. If you’re looking for a financial advisor in San Francisco who truly gets it—we’d love to meet you.
Whether you’re managing tech equity, growing a business, planning a family, or simply seeking clarity in a complex financial world, we’re here to help—with strategy, compassion, and zero judgment.