financial planning expertise for new families and tech in the SF BAy Area

I'm here to help you plan a bright future!

financial planning expertise for new families and tech in the SF BAy Area

I'm here to help you plan a bright future!

About Stebnicki Financial Planning LLC

A Proven Approach

Stebnicki Financial Planning LLC provides exceptional financial advice to the thriving Bay Area Tech Community. Do you hold stock options? Do you need advice on when to optimally cash in your options? Have you recently had a child or plan to start a family in the near future and are not sure what financial steps to take? Have you updated your estate plan? What kind of comprehensive financial planning will you need to ensure the success of your family and future generations? When can I reasonably retire? These are the types of financial issues I am here to help you with, and make sure you set yourself up for success.

Stebnicki Financial Planning LLC provides tailored financial planning services to meet each client’s individual needs. This is based on the client’s short-term and long-term goals. The types of financial planning services include stock option planning, investment planning, retirement planning, tax planning, cash flow analysis, debt management, risk management, education planning, insurance planning and estate planning.

Why Me?

Matt Stebnicki understands the challenges of working in Tech while raising a family in the Bay Area. He is a fiduciary and will always put his client's interests first. He has a proven track record while working for the Bay Area's top companies and attending our nation's top universities. Stebnicki Financial Planning LLC's mission is to help you and your family achieve your life goals through a sophisticated and detail oriented approach. He will listen carefully to your needs and design a financial plan tailored to your goals.

Matt understands tech workers and stock plans. Matt spent over 10 years in Finance Management roles at Tech Companies, and created stock compensation/equity plans for these companies. This includes plans for Incentive Stock Options(ISOs), NonQualified Stock Options(NSOs), and Restricted Stock Options(RSUs). If you have any questions or would like to plan out an optimal strategy for exercising and selling your stock options, I am here for you.

The Team

Founder/Owner/Principal

Matt Stebnicki, MBA, CFP® serves as the Founder, Owner and Principal Officer of Stebnicki Financial Planning LLC. His passion is helping his clients make smart financial decisions that will help them reach their life goals. Matt's typical clients are tech workers in the Bay Area that are married and have children. Matt has an extensive background in finance, and worked for some of the top Bay Area Tech Companies prior to launching Stebnicki Financial Planning LLC. Matt earned his bachelor's degree in Economics from Cornell University in 1998 and earned an MBA with a focus in Finance from Duke University in 2004. Matt is a CERTIFIED FINANCIAL PLANNER™ professional and a fiduciary, which means he will always puts his client's interests first.

Pricing

Financial Planning Fees

Financial planning services are billed on an hourly basis. The rate ranges from $250-$400 per hour depending on the complexity and duration of the project. Stebnicki Financial Planning LLC is a FEE ONLY firm, which means neither the firm nor Matthew Stebnicki, MBA, CFP® accept commissions or other compensation from the sale of securities or other investment products. The only fees that are accepted by the firm or Matthew Stebnicki, MBA, CFP® are directly from the client.

Investment Management Fees

Assets Under Management Asset Based Fee

$0-$500,000 .95% (95 basis points)

$500,001-$1,000,000 .85% (85 basis points)

$1,000,001-$2,000,000 .75% (75 basis points)

$2,000,001 and Above .65% (65 basis points)

financial planning expertise for new families and tech in the SF BAy Area

financial planning expertise for new families and tech in the SF BAy Area

About Stebnicki Financial Planning LLC

A Proven Approach

Why Me?

The Team

Founder/Owner/Principal

Pricing

Financial Planning Fees

Investment Management Fees

Contact Us

Stebnicki Financial Planning LLC

Hours

Click here 30 minute complementary call!