Wealth Planning For Tech Executives
Maximize Equity Comp
Reduce Taxes
Manage Risk
Invest Wisely
Why Work With TwoTen Planning?
TwoTen Planning is a fee-only, wealth planning firm designed for equity-compensated tech executives. We provide equity comp, financial, and tax planning services – for a fixed fee.
Fiduciary
As a fiduciary, we always put your interests first, the way it should be.
Transparent
We believe in transparency—no secrets, just straightforward communication and trust.
Equity Comp Focused
We leverage our expertise in managing equity compensation for tech professionals.
As Featured In
Your Wealth Journey.
At TwoTen Planning, our mission is to empower tech executives to build, protect, and maximize their wealth through expert guidance in equity compensation, financial planning, and tax strategies—all with a personalized, fee-only approach.
You're Age 40+
You are high earning with $500k+ investment assets.
But you have questions...
How do I navigate my equity comp without getting crushed by taxes?
I have big exposure to my company stock. How can I diversify and reduce risk?
Should I contribute to a Traditional or Roth 401(k)? Mega backdoor Roth?
The Process
Discover our easy three-step process tailored for tech executives to see if we're the right fit for your financial journey.
Schedule a 20-30 Minute Call
Book your 20-30 minute call, virtual meet, or coffee chat to see if our expertise aligns with your needs.
After all, you wouldn’t ask a web designer to fix your Wi-Fi!
Discovery Meeting
Join us for a comfortable 60-minute chat, whether in-person or virtually, to discuss your financial situation, goals, and what matters most, helping us offer tailored advice.
Like a mechanic, it’s important to diagnose before we start working together!
Wealth Assessment Review
In this meeting you'll receive your Wealth Assessment that lists our recommendations and identifies the value we can add to improve your financial situation.
We’ll explain everything in simple terms, guiding you on maximizing equity comp, reducing taxes, and working towards your financial goals!
Our Team, Working for You
Meet our team of experienced professionals who put you first. Founder and Financial Planner, Stu Sneen, CFA, CFP®, and the team at TwoTen Planning are dedicated to ensuring your financial goals align with your future.
Working With Us Will Make You Feel...
- Confident that you are successfully navigating and optimizing your equity awards, and making strategic decisions on selling and exercising.
- Reassured by being proactive with tax planning and prudently managing concentration risk
- Prepared knowing that you are financially organized, and a plan is in place for your future
- Clear about your purpose, values, and goals
- Optimistic that your money is diversified, invested wisely, and aligned with your financial plan
- Relaxed because your financial planner gets you and has your back
Our Latest Blogs
Explore our featured blogs for the most relevant articles, trends, insights, and news in the financial industry.
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Book Your Free Assessment
We'll start with just a simple conversation with no commitments.
Our calls are always relaxed and hassle-free. Guaranteed.
“For we are His workmanship, created in Christ Jesus for good works, which God prepared beforehand that we should walk in them.”
