Our Services

A Financial Advisor for Tech Professionals: Make the Most of Your Equity and Benefits

Working in tech often comes with complex compensation packages — and that’s where a financial planner can make a big difference. Between restricted stock units (RSUs), employee stock purchase plans (ESPPs), employee stock ownership plans (ESOPs), bonuses, and fast-changing salaries, technology professionals in the Chicago suburbs and beyond need a smart, personalized approach to managing their money.

At Brass Tacks Financial, we specialize in helping technology professionals turn complexity into clarity. Whether you're negotiating a new job offer or trying to figure out when to sell your RSUs, we’ll help you build a financial plan that works with your lifestyle, career goals, and tax situation.

Why Tech Professionals Need Specialized Financial Planning

• RSUs & Stock Options: Understand the tax impact of your equity, when to sell, and how to integrate it into your overall investment strategy.
• Cash Flow & Budgeting: Manage variable income from bonuses or contract work while planning for big life goals like home buying or starting a family.
• Tax Planning: Reduce tax liability by timing stock sales, increase deductions, and strategize across multiple income streams.
• Retirement & Long-Term Planning: Create a roadmap that aligns with your vision for financial independence, even if your career path is non-traditional.
• Contractors and Freelancers: You have opportunities and challenges unique to contract work, such as health insurance coverage or tax-saving strategies through tax advantaged accounts.

We get it — tech moves fast. Your financial plan should, too. Let’s work together in seeking to turn your hard-earned benefits into lasting wealth.

Serving clients throughout the Chicago west and northwest suburbs and remotely across the U.S.

Stock investing includes risks, including fluctuating prices and loss of principal.​