SeedSafe Financial LLC
Austin, TX 78701
Phone: (360) 602-1274
Training: Active Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
Virtual advisor and CPA to tech professionalsSpecialties
Stock compensation, Taxes, Employee Benefits, Cash flow, Investments, Family estate planning
About My Practice
We work with you as a financial coach and confidant, helping you grow your wealth for the long-term. Whether you are a tech professional or entrepreneur, we want to help you. We focus on stock compensation planning to give you the space and time you crave.
About Rebecca Conner
Education: The University of Texas at Austin with a Bachelor's in Business Honors Program and Accounting; Masters in Professional Accounting with an emphasis in Audit and Tax I previously worked in tax in public accounting and at Dimensional Fund Advisors, a financial advisor at Merriman Wealth Management, a Controller for ZipWhip, and Director of the Investment Team at Lighter Capital. Outside of work, I love cooking, hiking, reading, and enjoying wine with friends and family...oh, and running after my small child :)
Our clients are in their 30s to early 50s and are focused on making the most of their stock compensation. Your compensation should be working for you to get you closer to financial freedom and options for what you want to do after tech: real estate investments, a flexible career, etc. We work with clients from Amazon, Google, Microsoft, Twilio, AirBnB, GitHub, and other pre-IPO/Merging companies. Let's make finances fun together!
We are fee-only advisors using project fees, ongoing financial planning retainers, and investment management services to best serve our clients.
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