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Technology Professionals

Tech savvy and financially confident.
“You can’t have everything you want, but you can have the things that really matter to you.”
—Marissa Mayer
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Financial Solutions for Industry Leaders

Your Future
Starts Now

Your Future Starts Now

Your career has taught you that yesterday’s solutions won’t work for tomorrow’s challenges. At Sonmore Financial, we know that simply staying abreast of the markets and the economic and legal landscape isn’t enough: we need to be out in front. Our industry-leading research and management tools help us keep your finances and investments at the forefront. Let us serve as your personal financial concierge, giving you the time to focus on what comes next in your career.

Delivering Excellence

Our highly individualized approach means that you can depend on Sonmore Financial to know what it takes to help you reach your chosen destination. We work closely with you to develop a plan for your finances, whether that includes evaluating your executive compensation package or assessing a pending IPO. And we can also help take the sting out of your taxes, harnessing the superior know-how of our wide network of professional associates.

Liquidity Event
Planning

  • Exit scenarios
  • Considerations for IPOs and aquisitions
  • Reducing taxes
  • Legacy and chartiable giving
  • Living well today and saving for tomorrow

Equity Compensation Planning

  • Restricted stock units (RSUs)
  • Non-qualified stock options (NSOs)
  • Incentive stock options (ISOs)
  • Restricted stock
  • Employee stock purchase plan (ESPP) for tech companies that have gone public

Tax
Strategies

  • Exercise timelines
  • R&D tax credits
  • Deferred compensation
  • Post-IPO tax math
  • Equity compensation, acquisitions, and IPOs

How We Work with Technology Professionals

Step 1
Purposeful Listening
As fiduciary financial advisors, we can’t do anything until we understand as much as possible about you: your priorities, your goals, your resources, your feelings about money and investing, and even your hopes and dreams. That’s why everything at Sonmore Financial starts with us listening to you. We’ll ask questions, and then we’ll listen intently as you tell us what we need to know in order to provide premier financial and wealth management service, tailored to your specific needs.
Step 1
Step 2
Clear Communication
The best information in the world isn’t helpful if it isn’t presented in a way that you understand. At Sonmore Financial, we believe you are entitled to clear communication in non-technical terms that you understand. We will never implement any course of action on your behalf until you have all the information you need, provided in terms that make sense to you.
Step 2
Step 3
Consistent Follow-Up
Your financial plan is not a “set-it-and-forget-it” matter. After all, markets change, economic trends change, tax and estate laws change, and most important of all, your life changes. What was vital yesterday may be less important tomorrow. That’s why, at Sonmore Financial, our process includes regularly scheduled follow-ups, allowing us to ensure that our efforts for you are still aligned with what is most important in your life.
Step 3
DEPENDABILITY

Simplify Your Financial Picture

At Sonmore Financial, the premium we place on communication runs both ways: you should expect us to provide it to you, and we make it easy for you to provide it to us. That includes a world-class online client portal, where you can:

  • Check account balances and transaction information
  • Securely store and access important financial and legal documents
  • Access the latest economic and financial research
  • Communicate with our team
  • And much more.

You also want to stay well-informed, and Sonmore Financial provides a wealth of informative articles on current topics of interest. You can read our blog articles anytime, and you can also subscribe to our free monthly online newsletter.

All this means that you can depend on Sonmore Financial: for ongoing dialogue; for innovative, personalized counsel; for ongoing financial education; and most of all, for prompt answers—usually within 24 hours—to your pressing financial planning, wealth and investment management, and other questions.

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Free Download: 2024 Tax Planning Guide for Retirement

  • Contribute to Tax-Advantaged 401(k)s, IRAs, HSAs
  • Make Back Door Roth Conversions
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