Advice-Only financial planning, built for Equity Compensation
The Process:
1
Discover
During your free Discovery Call, we’ll discuss your goals, walk through how we work, and see if we’re a fit. You’ll leave with a personalized quote.
2
Build
Walk through a simple intake process, and we begin crafting your Comprehensive Financial Plan.
3
Deliver
Your Comprehensive Financial Plan is delivered over a 3-Meeting Process, where we’ll study your plan together and provide actionable recommendations for you to implement on your own.
4
Support
HiFi Planning offers Hourly Planning services to clients looking for ongoing support with implementation, check-ins, and ad hoc questions.
What You Get:
Equity Comp Analysis
A clear breakdown of your equity, AMT analysis, trading plans, exercise roadmaps, and more.
Insurance Review
A review of your current insurance coverages to spot gaps before they turn into disasters.
Tax Projection
A forward-looking projection of your tax liability to keep the April surprises away.
Estate Plan Review
A review of your existing estate documents and beneficiaries to make sure your plan reflects your wishes.
Financial Independence Analysis
A personalized projection for charting your path to financial independence and what it'll take to get there.
Ad Hoc Analysis
Conversations for whatever comes next: home purchases, a new baby, education funding— you name it.
What It Costs:
Individual Plan
$5k
$12k
Fees range from $5k to $12k and vary based on complexity.
Couple Plan
$6k
$12k
Fees range from $6k to $12k and vary based on complexity.
Hourly Rate
$300/hr, minimum 1 hour
Why HiFi?
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We're paid only by you. No commissions, referral fees, or product sales. Receive the advice you need with no strings attached.
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You were smart enough to get here, and we believe you’re smart enough to keep managing things yourself. You keep full control of your accounts and implement recommendations on your terms.
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From ISOs and RSUs to QSBS and AMT, HiFi Planning specializes in the compensation questions facing today's tech employees.
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Skip the endless fees. Build your Comprehensive Financial Plan during a one-time engagement and come back as needed.