With Atkinson Wealth Strategies being located here in the Pacific Northwest just a 15 min drive from the Microsoft Redmond campus, we have pulse on the goals and concerns many Microsoft Employees have.
Typical Questions and Concerns that we answer during planning:
More questions we cover:
To answer these we use a three meeting approach which covers the following:
1.) Discovery: Before we get down to crunching numbers, we’ll talk about the things that are most important to you in retirement; family, community, pastimes, church. We’ll ask a lot of questions about what you’re really thinking, feeling, worried about; your experiences with money; and what you’ve accomplished so far. Together we’ll figure out where you are now.
2.) Planning: Based on what we discuss in the Discovery phase, we will assess your personal situation, gauge where you are now relative to your life goals and priorities, and consider what gaps exist. We will weigh the financial implications of each goal we discuss and construct the framework for a plan that supports them.
3.) Solutions: A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life. During this phase, we will recommend specific solutions to address each of your goals. This is where we implement your customized plan.
Contact us today for a free consultation with a CFP® Professional!
Frequently Asked Questions:
Software Engineer: SDE (59), 60, SDE II (61), 62, Senior SDE (63) 64, Principal SDE (65), 66, 67, Partner (68), 69, 70 Distinguished Engineer, 80 Technical Fellow
Software Engineering Manager: 63 Senior Manager & SDE Lead, 64, Principal EM & Principal Director of Engineering (65), 66, Senior Director (67), GM & Partner & SDE Group Manager & Partner EM/Director (68), 69, VP (70), Corporate VP (80), Executive VP (81)
Product Manager: 59 PM 1, 60 PM 1, 61 PM 2, 62 PM 2, 63 Senior PM, 64 Senior PM, 65 Principal PM, 66 Principal PM, 67, Partner 68
January 1st, 2020