H. Baker
Flexible Financial Planning Designed for Your Real Life
We help families employed in the tech industry build financial plans that grow with them - from equity comp to home renovations, investment properties, early retirement and everything that goes between - we've got you covered!
​
Our process is simple, structured, and built around your actual goals:
​
-
More time for your family.
-
Clarity around your money.
-
Confidence that you're on track for financial freedom.
Services + Pricing
These two services work for the vast majority of our clients. We do have other possible engagements
(one-time plan, etc.) that we offer if these aren't the right fit. Schedule a call and we can discuss!
Financial Planning
$750 onboarding fee + $300 monthly ​​
​
Whats's included:
-
Personalized Financial Blueprint
-
Equity Compensation Strategy
-
Tax Planning
-
Access to your own planning portal and tools
-
Support & Guidance whenever life changes
​
No asset minimums. No surprise fees. Just proactive, ongoing support.
​
Investment Management (Optional Add-On)
0.50% annual fee (billed quarterly)
​
If you'd like help managing your investments, we offer discretionary portfolio management aligned with your financial plan.
What's included:
-
Diversification out of concentrated stock
-
Tax-efficient investment strategies
-
Ongoing rebalancing
​
​
Ongoing Support
You may choose to highlight other things like courses or programs, or to share special features about your business that you want to promote. Double click on the text box to edit the text and make it your own.
