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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.

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.

Package Options





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 Fidelity 401(k) plan
  • Elect employee benefits & evaluate supplemental coverage needs
  • 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)
  • 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, 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 (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 - Trailblazer

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