Work With Us
Fully integrated financial planning, tax planning, and investment management for anyone with equity compensation.
Our Process
While equity compensation adds complexity to your financial profile, we can help you understand it, identify your options for action, and give you a strategic plan to use going forward. Here’s how we do it:
Understand you and what you want to accomplish
We start by learning more about you – your priorities, your future goals, and your current financial situation – so that we can create a fully customized plan tailored to your specific circumstances.
Review and analyze your financial facts
We conduct an internal review of all your key documents to gain a full scope of your finances. This positions us to make informed recommendations for your plan.
Build the framework for your strategy
We use your details and facts to understand your cash flows, income tax, investments, and more. This allows us to identify a clear starting line, from which we can chart a planned course to where you want to go.
Evaluate the options
We illustrate a range of future outcomes for you. Together, we’ll evaluate the pros and cons of any particular concept and strategy.
Select a path forward
Our team will help you make a decision on which plan will best serve you in reaching your goals, and we’ll make recommendations on how to get started and maintain your path over time.
Implement, monitor, update, and repeat
The world changes, and so do stock prices, tax laws, market performance, and personal financial goals and objectives. Through it all, our team is here when you need support, a review of what’s next, or further guidance based on shifting financial landscapes.
FAQs – Who We Best Serve
Learn about our answers to commonly asked questions about seeking a professional financial planner.
What types of clients do you work with?
We love working together to appropriately integrate your goals and objectives into a customized wealth solution. We work best with most types of clients who:
- Have big decisions to make with equity compensation
- Value professional advice from qualified and experienced advisors
- Feel motivated to reach ambitious financial goals
- Are interested in engaging with a process
- Want to succeed by outsourcing complex financial and investment functions to their personal team of advisors
Is there any reason I wouldn’t want a financial planner?
Not everyone is the right fit for a financial planner, which is why, at Zajac Group, we take the time to make sure we match our clients’ needs. Some people who may not be the best fit for our financial planning services might be those that:
- Believe anything can be DIY-ed
- Want the cheapest possible solution
- Need a quick fix and don’t want to commit to a process
- Are looking for free advice