The 4D Tech Wealth Blueprint
Our proven process for helping tech professionals maximize their equity compensation and build lasting wealth.
Our Process
The 4D Tech Wealth Blueprint is our systematic approach to optimizing your equity compensation and building lasting wealth.
Discuss
A collaborative conversation focused on your goals, financial profile, and pain points.
- In-depth conversations regarding financial goals and values
- Comprehensive financial data gathering
- Review equity comp holdings and key details
Design
Architect strategic paths for your finances, equity comp, tax strategy, and investments.
- Model potential paths for your financial future
- Detailed equity comp optimization model
- Tax projections and scenario analyses
Decide
Review possibilities and finalize your custom financial roadmap.
- Co-review scenarios and pros/cons
- Prioritize decisions based on risks, financials, and your goals
- Align upon your custom plan and actions
Deliver
Jointly tackle all recomended action items to implement your plan.
- 30/40 tackles everything we can do independently
- Guidance and reminders for items you need to do
- Advice and support when handling your equity comp actions
Optimize
Frequent reviews and updates; your plan is dynamic and evolves over time.
- Done for you updates and monitoring
- Bi-annual review meetings
- Ongoing communication for key events/actions
What Makes Our Process Different
The 4D Tech Wealth Blueprint is specifically designed for tech professionals with equity compensation.
Tech Industry Expertise
We understand the unique financial challenges and opportunities in the tech industry, from startup equity to IPO planning.
Equity Compensation Focus
Our process is built around optimizing your stock options, RSUs, and other equity compensation to maximize their value.
Comprehensive Financial Plan & Advice
We address your entire financial picture, integrating financial goals, cash flow, retirement planning, risk management, insurance, estate planning, debt strategies, and investments into a cohesive plan.
Strategic Tax Planning
We prioritize tax efficiency in all our recommendations, helping you keep more of what you earn through detailed projections and scenario analysis.
Regret Minimization Framework
Our process is designed to help you make confident decisions that align with your long-term goals, minimizing potential regrets around your equity compensation choices.
Implementation-Focused Approach
We don't just provide recommendations—we actively help implement them, ensuring your financial plan moves from strategy to reality with clear action steps and ongoing support.
Pricing
Transparent pricing designed to align our success with yours.
Initial Consultation
A 30-minute conversation to understand your needs and determine if we're a good fit.
- Needs assessment
- Initial recommendations
- Next steps
Comprehensive Planning
A complete financial planning relationship tailored to your unique situation.
- Personalized financial plan
- Equity compensation strategy
- Tax optimization
- Ongoing support + so much more
Ready to Build Your Tech Wealth Blueprint?
Schedule a free consultation to discuss how our 4D Tech Wealth Blueprint can help you maximize the value of your equity compensation and build lasting wealth.