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At the Office

Helping Busy Tech Professionals Optimize Personal Finances 

We Simplify Your Equity Compensation, Taxes & Investments

Life is hectic. You're working hard and your stock compensation is complex. 

You've heard the stories of someone needing to suddenly scramble to figure out their stock options situation. You know you should have a plan but keep putting it off. That's where we come in.

Simplify Wealth Planning proactively weaves your unique financial considerations into your goals. We work with clients locally in Austin, Texas and also serve clients virtually nationwide.

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Optimize Equity Compensation and Tax Outcomes

Our expert planning services simplify the process, helping you minimize taxes and prepare for future equity gains.

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Build Your Future
Nest Egg

 

Investment markets can be tricky to understand. SWP will be your guide and help you build an investment philosophy for growing your wealth.

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We Go Above and Beyond
 

Insurance, estate planning, and budgeting can carry major implications but don't get the attention they deserve. We will guide you here.

Proudly Associated With

 The CFA charter is one of the most respected designations in finance and is the gold standard for investment analysis
CAIA® is a credential for professionals managing, analyzing, distributing, or regulating alternative investments
CDAA advisors have demonstrated that they understand how  digital assets work and how they fit into portfolios
 Certified Financial Planner (CFP) is a formal recognition of expertise in financial planning while having a fiduciary duty
NAPFA is the leading association of fee-only financial advisors in the U.S.
XYPN advisors are all sworn fiduciaries who work in their clients’ best interests.
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Benefits of Working with Us

1

Confidence

Financial planning decisions can have long-reaching implications. Simplify Wealth Planning will put you on the right track.

3

Happiness

Enjoy the fruits of your labor and spend more time with family, friends and doing the hobbies you love.

2

Focus

Stay focused on your career and life. We’ll take care of the financial stuff.

4

Peace of Mind

Rest assured that your finances are in order and everything will be okay.

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