You work hard for your money.

I’ll make sure it returns the favor.

After 25 years working in the tech industry, I am helping others do what I did:

  • Maximize income and investments during your career

  • Build the most tax-efficient nest egg possible

  • Retire before 65 while there’s still lots of life to enjoy

SCHEDULE A FREE ZOOM CHAT

Phil de la Motte
Financial Planner, Tech Veteran

What makes me different?

Lower your tax bill

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Manage RSU, ESPP & Stock Options

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Leverage every company benefit

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Optimize your investment portfolio

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Plan your exit strategy

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Insulate yourself from the next earnings call

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Strategically invest your HSA

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Execute the Mega-Backdoor Roth

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Lower your tax bill :: Manage RSU, ESPP & Stock Options :: Leverage every company benefit :: Optimize your investment portfolio :: Plan your exit strategy :: Insulate yourself from the next earnings call :: Strategically invest your HSA :: Execute the Mega-Backdoor Roth ::

  • I spent 25 years as a tech professional before reaching financial independence and transitioning into a meaningful second-act career. I've walked the same career path you're on, and I understand how to navigate the challenges and opportunities in tech. Unlike typical financial planners with no experience in tech, I combine career planning with investment strategy for maximum impact. Very few advisors are able to do this.

  • Every financial planner talks about taxes. But I go deep to uncover every opportunity for tax savings. I’ll review your tax returns and make tax planning recommendations for next year. We’ll leverage every possible tax-avoidance strategy available to you in a never-ending quest to keep more of your hard-earned dollars!

  • Most traditional financial planning focuses on handling your money after you earn it. But the key to success is often about earning more in the first place. As a former VP at a large tech company, my goal is to help you navigate the process of negotiating for more, and finding the right job and company that will allow you to flourish.

  • I spent decades helping my employees and peers navigate the complex world of stock options, RSUs, ESPP, pre-tax 401(k), Mega-Backdoor Roths, employer health/life/disability benefits, etc. I understand how to get every drop of value out of these.

  • I've been investing for over 30 years, combining the latest academic research with practical personal experience. It worked for me and it can work for you too. Tech is an extraordinary industry that can provide a lot of optionality later in life if you make the most of it early on. Every financial strategy I recommend is one I've successfully implemented myself. I enjoy helping others make the most of their tech careers and find the freedom to do whatever they want.

  • Many financial planners are seeking to sell you all sorts of complex, unnecesary services and products. I don’t accept compensation of any kind from anyone other than you, so as not to bias my advice. Furthermore, I’ve achieved my personal financial independence and retired from tech. What I do now, I do for the joy of it, instead of for the money.