Our Financial Planning Services

We Help You With

  • We help you get on track for financial independence in your desired timeframe & ensure your accounts are invested appropriately.

  • We’ll help you develop a plan for your stock compensation, including a tax-smart diversification plan if needed. We specialize in working with clients with RSUs at FAANG employers, especially Google.

  • Most of our clients pay more than $100K per year in taxes. We’ll develop tax projections for the next couple years and share ways you can legally lower your life-time tax bill.

  • Is funding your kids’ education important to you? We’ll develop a strategy to fund your educational goals - including college and private schooling for your kids, if desired.

    We’ll also help you budget for daycare costs during the early years.

  • We’ll help you determine how much house can you afford without overextending yourself.

  • We partner with your attorney (or connect you with one) to draft key estate planning documents, such as a trust, will, and healthcare directive.

    We also help you manage risk by ensuring you have the right amount of insurance to protect your family and your assets.

  • Do you have a desire to launch a business or make a career transition?

    Many of our clients want to exit their current jobs in the next 5-15 years to pursue a career more aligned with their values, start a business, or spend more time with their families.

    We help you craft a plan and bring it to fruition.

  • We help clients with many other topics not listed here, such as budgeting, money management, and even maximizing your credit card points.

    Schedule an introductory call to learn more.

How We Work With Clients

  • Comprehensive, Ongoing Financial Planning

    For clients looking for a long-term partner to help them navigate ongoing financial changes.

    We’ll work together to optimize your taxes, review your investments, develop a plan for your equity compensation, and more.

    Starting at $8,400 (individuals) and $10,800 (couples) per year. Fees include investment management services.

  • One-Time Financial Plans

    A short-term engagement to review a few key areas such as retirement, buying a home, kids college planning, stock compensation & more.

    $5,000 to $7,000, based on complexity.

    We are not taking new project-based clients at this time.

SCHEDULE INTRO CALL

We can help you make better financial decisions.

FAQs

  • Our clients are smart, high-achieving professionals. They’re juggling demanding careers (often two of them), young kids, and full calendars. Between work, daycare pickup, and life logistics, there’s very little white space. 

    Deep dives on things like Backdoor Roth IRAs, tracking down that old 401K plan, or finally combining their finances with their partner get pushed to “someday.”  Their income is higher than ever, but they have a sinking suspicion that they could be doing more. That’s why they hire us — to build a clear strategy, add structure, and turn good intentions into action.

  • We do our best work for women & couples with at least one partner working for a public tech company. Our typical client is between ages 30-50 and has a household income of $300K or more per year. We specialize in serving Google employees.

    We do also work with other clients who do not fit this profile. Reach out and we’ll see if it’s a good fit.

  • One time plans start at $5,000 and ongoing financial planning services start at $8,400 (for individuals) or $10,800 (for couples). We work with clients with whom we are confident that the value of our services exceeds the cost.

  • Yes, Future Wallet is a fiduciary, registered investment firm. The only compensation we receive are the fees that clients pay us.

  • We offer investment management services, but it’s not required to work with us. We are happy to work with clients who prefer to manage their own investment portfolio. We’ll jump on a virtual call and show you what buttons to push.

  • Absolutely! Beth regularly speaks to groups at Fortune 500 companies, such at Google and Parthenon-EY. Reach out at beth@futurewallet.co to learn more.

  • Send us an email at beth@futurewallet.co and we’d love to answer it.

Financial advice for ambitious women. We help you translate your professional success into financial success.

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