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Financial Planning for Adobe Employees

Everyone has their financial goals, but not everyone knows how they will get there.

How much risk should I take to reach my goals? Do I have enough to retire and at what age? How do I save for my children's education and my retirement at the same time? How can I be as tax-efficient as possible?

These are all valid questions, and fortunately, we have the answers. 

What We Bring To The Table:

Accountability Partner

improved motivation | increased accountability | enhanced perspective | greater confidence 

A professional process in place to manage your finances

assessment of current situation | set realistic goals | design custom plan

More time on your calendar

we set meetings | discuss any changes | remain on track | you focus on your personal life

Avoid common mistakes

inadequate diversification | not taking advantage of tax-advantaged accounts | poor investment choices

Maximize opportunities by staying in the know

latest trends and products | take advantage of new growth opportunities | minimize risks

Stop procrastinating

set deadlines | keep you accountable | breakdown goals into manageable tasks | take action | make progress

Our Firm provides transparent pricing.  

Save time and see our pricing below.

Our Flat Fee Packages





We deliver on this engagement in 90 days or less

Full Details


  • Develop investment portfolio & set financial goals
  • 5 year cash flow and savings projection
  • Review retirement account contributions (IRA & Roth)
  • Evaluate Vanguard 401(k) plan
  • Elect employee benefits & evaluate supplemental coverage needs
  • Investment portfolio analysis, strategy, and recommendations
  • Build a go-forward investment plan for your future savings
  • Year-end tax planning & savings
  • Vanguard Mega Back Door Roth Contribution
  • Develop your concentrated stock liquidation strategy
  • E*Trade stock plan optimization (ESPP, RSU)
  • Traditional versus ROTH contribution analysis
  • Retirement income forecasting and planning
  • Education and college funding
  • Insurance planning (Life, Disability, Long-term care)
  • Assistance with major purchases (i.e. home buying help)
  • Education and college funding
  • Review custodial account contributions
  • Tax coordination meeting with your accountant
  • Alternative investment strategy (private equity, non-traded real estate)
  • Tax-qualified investment consideration (exchange funds, deferred annuities, etc.)
  • Concentrated stock strategies & liquidation (10b5-1 planning)
  • Estate planning review - updating documents and beneficiaries as needed
  • Budget analysis (spending by category, spending history, budget establishment)
  • Roth IRA Conversion analysis (click to see an example)
  • Annual gifting & charitable giving


We deliver on this engagement in 90 days or less

Full Details

About Our Fees

For clients that want a comprehensive financial plan, but are not looking for investment management services, we charge planning fees ranging from $3,000 to $10,000 based on your needs. We will also do one-time project work based upon an agreed-upon scope of work. We will make a good faith estimate of the number of hours needed to complete the project. Fees typically start at $3,000 for project-based engagements.

This fee does not include detailed investment portfolio recommendations that would typically qualify as services applicable as wealth management services.

The First 6 Months - Financial Planning Complete

Please note that the below meeting structure is just an example. Meeting topics and frequency will be adjusted based on your specific situation.

Book an Introductory Call