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Financial Planning for Salesforce Employees

We know it can be difficult to think about your finances when your head is in the cloud. We're here to help.

Our Firm provides transparent pricing.  

Save time and see our pricing below.

Package Options



  • Develop investment portfolio & set financial goals
  • 5 year cash flow and savings projection
  • Review retirement account contributions (IRA & Roth)
  • Evaluate Fidelity 401(k) plan
  • Elect employee benefits & evaluate supplemental coverage needs


Full Details


Everything from Classic package plus:

  • Objective investment portfolio analysis and recommendations to asset allocation and/or target date funds
  • Build a go-forward investment plan for your future savings
  • Year-end tax planning & savings
  • Fidelity Mega Back Door Roth Contribution
  • Fidelity BrokerageLink setup
  • E*Trade stock plan optimization (ESPP, RSU)
  • Traditional versus ROTH contribution analysis
  • Retirement income forecasting and planning
  • Insurance planning (Life, Disability, Long-term care)
  • Assistance with major purchases (i.e. home buying help)

Also included in this plan:

  • Education and college funding
  • Review custodial account contributions


Full Details


Everything from Classic + Lightning packages plus:

  • Tax coordination meeting with your accountant
  • Alternative investment strategy (private equity, non-traded real estate)
  • Tax-qualified investment consideration (exchange funds, qualified opportunity zones, 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
  • Annual gifting & charitable giving


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 any ongoing advice post-engagement, nor does it include detailed investment portfolio recommendations that would typically qualify as services applicable as wealth management services.

The Onboarding Process - The First 8 Weeks

A Year In The Life Of Our Clients

Financial Planning Complete - Annual Calendar

Book an Introductory Call