Joe Marshall's Linkedin Analytics

From 2016 - 2020, I worked in software sales for Procore, but I was burning out and I felt stuck. So in 2020, I decided to walk away from my high-paying tech job. But, before I did, I had a hunch. I believed tech employees (and Procorians specifically) were ignored by the financial services industry. While the industry wanted to serve retirees who had already made it with big portfolios, there are a large number of high income tech professionals in my generation that want and need planning now, not in 20+ years. So we launched Coastal Capital Advisors in early 2020, and now I build financial plans for Procore employees and their families so they can avoid the burnout and become work optional. And the results have been pretty fantastic. Since then, I've helped Procorians: → make decisions around their Procore equity → navigate their Procore benefits → optimize their cash flow → maximize their 401(k) → buy houses If you want to learn more about how we work with Procore employees, there's 3 ways I can help you. 1) THE TECH FINANCIAL PLANNING NEWSLETTER Join 1,100+ tech professionals getting a 5-minute (or less) email on the 1st and 3rd Saturdays of each month about financial planning, taxes, investments, and company stock → GO HERE: https://mailchi.mp/fd781696f237/tfp-landing-page 2) THE FINANCIAL PLANNING FOR PROCORE EMPLOYEES WHITEPAPER Many of our clients are current and former Procore employees. As a result of this experience, we've attempted to point out the unique financial circumstances and opportunities that Procore employees face. → GO HERE: https://mailchi.mp/751de6c609df/procore-whitepaper 3) WORK WITH ME 1:1 You'll need 4 things to build your successful and secure financial plan ▪️ 𝐄𝐪𝐮𝐢𝐭𝐲 𝐂𝐨𝐦𝐩 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 - Make the most of your company stock ▪️ 𝐒𝐚𝐯𝐢𝐧𝐠𝐬 𝐏𝐥𝐚𝐧 - Make sure you are saving the right amount and using the right accounts ▪️ 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐏𝐥𝐚𝐧 - make sure you're set up in a way that fits your larger goals ▪️ 𝐓𝐚𝐱 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲 - Pay the least amount of tax over your lifetime Want to get started? → GO HERE: https://calendly.com/joe-marshall-cca/get-to-know-meeting