Professionals Paid in Salary and Stock
Your compensation should support the life you want.
Longitude Financial Planning helps young professionals, dual-income couples, and growing families connect equity compensation, taxes, and everyday financial decisions in one coordinated plan.
Young Professionals
You were hired for your education and experience. Your first stock grant creates tax and investment risks that you didn’t expect
We help you understand your RSUs, options, ESPP, plan for taxes, and put your growing income to work.
Dual-Income Couples
Two careers, two benefits packages, and at least one stock plan.
We help you combine it all into one shared plan, so you know your spending is coordinated, what to save, and how to make stock decisions together.
Growing Families
Childcare, a mortgage, and college savings all compete for the same dollars.
We help you decide which goals your salary covers and which your stock can fund, so your family's plan doesn't depend on one vest.
Pre-Retirees
In your late 40s to early 60s, your company stock may be one of your largest assets.
We help you reduce concentration, time stock sales around taxes, and turn your equity into retirement income.
Your CPA Files Your Taxes. Who's Planning Before Them?
Most of our clients have never had anyone estimate their taxes ahead of time or build a strategy around their stock. Our financial planning does both, before your next vest, sale, or deadline.