Customized Financial Planning Services for Senior Managers and Executives in Technology
Are you a Senior Manager or Executive in Tech?
Have you received equity as part of your total compensation from your employer, but haven’t developed a plan for how and when to turn those shares into actual dollars?
Is your annual tax bill going up even as Federal tax rates have come down?
Has your financial situation changed, but the advice you're receiving from your advisor(s) hasn't?
Your financial plan should be as unique as you are.
Take a look at our planning process in the video below.
Here’s How We Can Help
Our four-meeting onboarding process is designed to help you identify your financial priorities, rank them, and assign a dollar value to each of them. Then, we go to work developing a step-by-step financial action plan designed to help you achieve them.
We perform an in-depth review of your important financial documents, such as W2s, tax returns, investment statements, equity compensation agreements, insurance contracts, mortgage statements, workplace benefits, etc. We then provide you with a detailed list of observations and recommendations based on our findings.
We incorporate all of a household’s accounts into the planning process to ensure each piece of our client’s financial life is working in concert with the other.
We collaborate with your tax preparer and any other wealth manager(s) to ensure you are receiving consistent advice across the board.
Why Malcolm?
As a business owner and busy professional himself, Malcolm is very much attuned to the time constraints of balancing career and family. His goal as a financial planner is to take the stress associated with making large financial decisions off the shoulders of his clients and give them back the time it would take to effectively manage their personal finances themselves.
Frequently Asked Questions
What is the advantage of working with a Financial Advisor?
A good financial advisor can help take away the stress associated with making large financial decisions and give you back the time it would take to manage your personal finances effectively.
What sets you apart as a Financial Advisor?
Malcolm and his planning team take a proactive approach to the financial planning process so that you never have to wonder what comes next. They will also collaborate with your tax preparer and any other wealth manager(s) to ensure you are receiving consistent advice across the board.
Are you a fiduciary?
Yes. As fiduciary financial advisors, Malcolm and his team offer honest, unbiased advice and guidance for a reasonable fee. They do not sell products.
What are your qualifications?
In addition to being a fiduciary financial advisor, Malcolm is a Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Plan Counselor (CRPC®).
Begin your due diligence HERE.
I have accounts at multiple institutions. Will you advise me on all of them?
Yes. Malcolm and his planning team take a holistic approach to financial planning and incorporate any outside brokerage and 401(k) accounts into the overall investment strategy. This ensures that each piece of your portfolio works in conjunction with the other.
What types of people are your planning services best suited for?
Our planning services are best suited for accredited investors, which the Securities and Exchange Commission (SEC) defines as an individual earning $200,000 or more in annual income, a married couple earning $300,000 or more in annual income, or anyone with a liquid net worth of $1,000,000 or more.
Will you work with me if I do not live in Washington, D.C.?
Yes. Malcolm and his planning team are licensed to work with clients in all 50 states and offer virtual meeting options in addition to in-person.
What if I decide to discontinue my financial planning arrangement? Will you charge me a termination fee?
We do not charge any termination fees. We simply ask that you provide us with 30 days’ prior written notice of your decision.
Will you work with me if I am not in technology?
Yes. While our financial planning process is well suited for tech professionals, we offer planning services to people in all fields.
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