Financial Planning For
Tech Professionals

We help you to Live Your Wealth

Experience The Confidence You Deserve.

Make Work Optional

Design a plan to reach financial security. Work because you love it, not for the paycheck.

Conquer The Tax Game

Taxes are confusing. We work with your tax professional to help make smart choices.

Optimize Stock Compensation

We use a time-tested method to know what to sell vs. hold. …………………………………………..

Join the Email List

We will email you with something new every day. If you cannot handle daily emails, DO NOT SUBSCRIBE.

Sometimes the emails are amazing. Other times they are just our incoherent ramblings. Either way, we must be doing something right because Tech Pros seem to love them.

And when you subscribe, we will provide you with a complimentary PDF called “7 Money Mistakes Every Technology Professional Should Avoid.

You Have Worked Too Hard To Let Money Mistakes Jeopardize Your Financial Security

  • Complicated and confusing jargon are the hallmark of our industry. We prefer simple and clear.
  • A search of the internet supplies endless opinions, but zero advice. You are smart and capable, so searching leads to more frustration and anxiety.
  • You have worked your tail off to support your family and give them the security they deserve.

Read The Blog

We have many articles and videos about how tech professionals can get more out of their finances, build their nest eggs, and make more money.

Who We Serve

Are you a Tech Professional? ????????

If you do not have a clear plan, we are here to help with:

1.Company Benefits
2.RSUs (Restricted Stock Units)
3.Stock Options
4.401(k)
5.Compensation Plans

Let us show you how we make all the pieces of the puzzle fit.
Do you work at a Startup or Mid-Large Tech Firm ? We are here to help.

 

Are you a “Near” or “In” Retirement Professional?

Do you wonder if your savings that you have amassed over the last 30+ years will last for the next 30? We will help take the guesswork out of investing and such as Social Security/Medicare, so that these years are the best ones yet.

David C. Connelly,
AIF, CSRIC

Connect With Me On LinkedIn

We help Tech Professionals working at Startups and Mid/Large Companies, plan for retirement | Creator of the 20-Minute Financial Checkup | LivingYourWealth.com | Veteran | Tech Geek |

The University of Texas at Austin

David C. Connelly,
AIF, CSRIC

Connect With Me On LinkedIn

We help Tech Professionals working at Startups and Mid/Large Companies, plan for retirement | Creator of the 20-Minute Financial Checkup | LivingYourWealth.com | Veteran | Tech Geek |

The University of Texas at Austin

The Process

1. Complimentary Intro Meeting

We start with a straightforward conversation. You ask questions, tell us the challenges you are facing, and then explore how we may help you.

2. Clarify + Prioritize

Through education and a shared approach, we develop personalized, step-by-step recommendations so you can feel informed and empowered about your financial situation.

3. Implement + Navigate

Your success is driven by consistent and proactive decision-making throughout your career. We become your partner moving forward to make your life as simple as possible.

Read our "Ctrl Alt Retire" Posts

Growth vs. Value Investing: Why Your Portfolio Needs Both

Growth vs. Value Investing: Why Your Portfolio Needs Both

Let us use two famous investors as a proxy for our comparison. First, Warren Buffet (value) is famously a self-made investing billionaire. Second, Cathie Wood (growth) is famous for identifying disruptive growth technologies and the companies that benefit from them....

The Concept of Surplus and Restricted Stock Units (RSU)

The Concept of Surplus and Restricted Stock Units (RSU)

One of the most valuable benefits a financial advisor provides is helping your family develop a concept of “surplus.” Well, now you’re probably thinking, “What exactly is a surplus?” By definition, it is the income you can freely use each year without negatively...

A Comprehensive Guide to Restricted Stock Units (RSUs)

A Comprehensive Guide to Restricted Stock Units (RSUs)

Restricted Stock Units, or "RSUs," allow companies to award shares to their employees. "Traditional" stock options can essentially lose their value if the company stock price is below the "strike" or "exercise" price; that does not happen with RSUs. Despite the low...

How is your Financial Clarity?

Find out with our short 2-minute Assessment

Let Us Make Smart
Decisions Together

Living Your Wealth provides you with planning and investment services. Having worked at both a Startup and larger Tech Companies, we have a first-hand understanding of your needs.

 

  • Our advisors have been through the rigorous Certified Financial Plannertm education program.
  • We offer unbiased advice and never push any proprietary products… because we do not have any.
  • We are Accredited Investment Advisors(AIF) that follow the Fiduciary Standard because we work for you and only you.
  • Our team has worked with hundreds of smart tech professionals just like you. From boom times to mass layoffs, we have seen it all.