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

  • One-Time Financial Plans

    All clients start with an initial financial plan reviewing key areas like cash flow, retirement, educational planning, stock compensation & more.

    $2,500 to $6,000, based on complexity

  • Comprehensive, Ongoing Financial Planning

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

    Starting at $5,000 per year

SCHEDULE INTRO CALL

We help clients use money to live a purpose-driven life.

FAQs

  • We do our best work for mid-career women & couples with at least one partner working for a public tech company. Our typical client has a household income of $200K or more per year, and we specialize in serving Google employees.

    However, we also work with a variety of 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 $2,500 and ongoing planning services start at $5,000. We only work with clients where we are confident that the value of our services far 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.

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