Your Experience with Zajac Group
Fully integrated financial planning, tax planning, and investment management for high earners, including those with equity compensation.
Why Work With Us?
We have extensive experience, leading technology, and deep investment resources, yet, we operate as a boutique practice, providing you with an authentic, individualized financial experience. We offer ongoing guidance to help you avoid mistakes and make consistently smart decisions to protect, grow, and transfer your wealth.
The Zajac Approach
Because of the level of care and planning we provide each client, we want to make sure we’re the best fit for your needs first. Everything starts with a simple conversation, as we clarify your goals and begin addressing your concerns.
1
Discovery Call (30 mins)
Tell us why you decided to reach out and what’s most important to you. We’ll touch briefly on the more complex components of your wealth, whether it’s equity compensation, taxes, or something else. No need to bring anything with you, this is simply an opportunity to connect and learn more.
2
Fit & Strategy Call (45-60 mins)
On our next call, we’ll dive deeper into the details of your financial standings. We’ll share our initial observations and clarify the planning process used to support your goals.
3
Engagement & Onboarding (60 mins)
When you’re ready to begin, we’ll get the paperwork and planning started. Moving forward, we’ll provide expert support and personalized guidance throughout every step of your financial journey.
Ready to Get Started?
Schedule your discovery call now.
Our Pricing
We are a fee-based financial services firm with transparent pricing. Our compensation comes from our clients, meaning our guidance when managing assets isn’t compromised by commissions or quotas. We offer several pricing tiers based on your specific challenges and circumstances. Not sure which is right for you? We’re happy to review your options together during our Discovery Call.
Equity Strategy Engagement
Starting at $5,000*
One-time fee
For those with specific, high-stakes questions around equity compensation.
What’s included:
Best for:
Employees or executives facing a pre-IPO decision, a liquidity event, a job change with equity on both sides of the table, or concentrated stock.
*Started here and want to keep going? Your project fee is credited toward your first year of the Planning Retainer if you upgrade within 12 months.
Wealth Management
Up to 1.00%
Most Popular
Annual fee percentage based on AUM
For those seeking our team’s fullest support, this is everything in the Planning Retainer, plus investment management.
What’s included:
Best for:
Those with $1M+ in investable assets, executives or founders diversifying out of concentrated positions, and Planning Retainer clients once their equity becomes liquid.
Planning Retainer
Starting at $12,000 annually
Billed Quarterly or Monthly
For high earners whose wealth is still locked up in equity that is unvested, unexercised, or otherwise not yet accessible.
What’s included:
Best for:
Tech employees and executives with equity compensation, private company employees, and those whose net worth remains primarily on paper, for now.
When You’ve Outgrown Traditional Guidance…
Conventional planning just won’t cut it.
Not just numbers on paper, your assets represent years of dedication, hard work, and the potential for a greater future. Let’s talk through your options together.