Financial Planner for
High-Earning Tech Professionals

✓ MINIMIZE TAXES ✓ INVEST SMARTER ✓ MAKE WORK OPTIONAL

FEATURED IN:

You’re a High-Earning Tech Professional

You have over $500,000 of investment and retirement assets.
You’ve built wealth. Now it’s time to plan what’s next.

How do I handle equity compensation and bonuses without getting crushed by taxes?

Am I taking advantage of the advanced planning opportunities available to me?

How do I balance enjoying life now with saving tax-efficiently for the future?

What You Can Expect When We Work Together

Confidence

Gain clarity on your full financial picture. Our planning process ensures you’re on track and fully understand where you stand.

Expertise

We make complex financial decisions easier to understand and take action. We specialize in guiding high-earning tech executives through their financial journey.

Customization

Your plan evolves with your life, not a cookie-cutter approach. We help connect the dots from where you are today to where you want to be.

VIEW SERVICES

Here’s our process to help you decide if we’re the right fit.

Step 1: Intro Meeting

A quick 30-minute Zoom conversation to make sure we’re a good fit.

Step 2: Discovery

You share your goals, challenges, and what matters most.

Step 3: Review Goals

We walk through our planning approach, including tax planning, investments, and retirement.

Step 4: Think About It!

You decide if it’s the right fit. No sales pitch, no obligation.

Schedule Intro Meeting

Eric and Kelly, featured in a case study on planning a work-optional lifestyle

Eric (53) and Kelly (51) lack clarity and a financial plan for making work optional. They’re motivated to organize their financial life before leaving big tech. They want a better understanding of when they can leave their high-earning careers, whether that means pursuing early retirement, taking a sabbatical, or exploring new opportunities.

See how they worked through key decisions with Safe Landing Financial to understand how and when work might become a choice instead of a necessity.

See the Planning Approach

See More Planning Case Studies