Financial planning for tech professionals

Your equity is part ofa bigger life.

Company stock, workplace benefits and tax questions, considered together with the rest of your financial life.

Schedule a Discovery Call

30 minutes · Phone call or Zoom

AI-generated illustration of a family sharing a moment on a Pacific Northwest ferry. Not clients. — AI-generated illustrative image. Not clients.

CFP® professionalBased in Bellevue, WashingtonPlanning only or with investment management

One decision rarely stands alone

Your next decision.
The whole picture.

Choose what’s on your mind. See what we can consider together.

A question you might bring

Do our benefit choices work together as a household?

Look beyond one election form or one paycheck.

Considered together

Your household

How do both partners’ benefit elections interact?

Your coverage

What do the actual plan limits and exclusions say?

Your savings

How do workplace accounts fit your broader priorities?

Illustrative discussion topics, not individual advice.

Alex Carter, CFP®CERTIFIED FINANCIAL PLANNER® professional

Your planning partner

A personal relationship.
A connected plan.

I coordinate your full financial picture across tax, investments, retirement, and estate planning, so you stay informed without carrying the complexity alone.

Get to know Alex

Two ways to work together

Financial planning only

Planning with investment management

Explore fees and services

Cover of the existing RSU Tax Planning Checklist educational guide

From the resource library

Something useful to start with

RSU Tax Planning Checklist

A closer look at vesting, withholding and company-stock exposure.

Read the guide Educational PDF · No email required

Before we talk

A few practical details.

When does it make sense to hire someone like you?

The clients I work with best are usually at an inflection point: a significant income jump, a business sale, a growing family, equity compensation that's getting complicated, or a realization that they've been too busy to give their finances the attention they deserve. If you have the income and complexity but not the time or expertise to manage it well, that's when I tend to add the most value.

How are your fees structured?

I work with clients in two ways:

Financial Planning with Investment Management. An ongoing advisory fee calculated as a percentage of your household advisory assets, billed quarterly.

Financial Planning Only. A fixed quarterly fee, with no assets required.

The investment management fee scales with the assets I manage. The planning-only fee is based on the complexity of the work. I walk through both structures with you in our first conversations and we determine which one fits your situation.

Is there an account minimum?

There is no minimum account size. What matters is whether the work aligns with your situation and needs, and that is what we determine together in the discovery call.

Start here

Bring your questions.
We’ll start there.

We’ll talk through your situation, your questions and whether working together is a good fit.

A conversation withAlex Carter, CFP®

Discovery Call

30 minutesPhone call or Zoom

Schedule a Discovery Call

Choose a time on the next page.