TwoTen Planning PLLC
Hello, I am Stu Sneen, Financial Planner and Founder of TwoTen Planning. I help tech and equity-compensated professionals to maximize the value of their equity, reduce taxes, invest wisely, and to manage risk. Need help? Reach out! Schedule an Intro Visit at www.twotenplanning.com
- What role does your equity comp play in the achievement of your financial goals?
- How do you navigate your equity comp and go about making prudent and timely decisions? What challenges exist?
- What resources do you utilize and where do you get advice to effectively manage your equity comp?
- What proactive tax planning strategies do you conduct regularly to reduce taxes and avoid costly mistakes?
- How are you managing your stock concentration risk to ensure that you are diversifying properly and investing wisely?
- Are you financially organized and prepared with a plan to protect your family and assets from an untimely event?
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.