Successful Professionals

At Tarascio Financial Planning, we work with high-achieving individuals and families who are building careers, making bold moves, and striving for more. Whether you're climbing the ladder, preparing to leap into a new career, or transitioning into self-employment, you deserve financial guidance that’s as intentional and forward-thinking as you are.

We bring clarity to complexity—helping you align your income, investments, and opportunities with a bigger vision. That includes identifying financial risks, building an adequate runway for career transitions, and exploring side hustle opportunities as a bridge from corporate life to something more autonomous and fulfilling.

From equity compensation and tax strategy to retirement planning and lifestyle design, we support your growth with sharp strategy, straight talk, and a long-term mindset.

You’ve earned your success. Now let’s turn it into lasting freedom, flexibility, and purpose.

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Optimize Your Equity Comp

We help you make sense of RSUs, ESPPs, and stock options—so you don’t leave money (or tax savings) on the table.

Design a Tax-Smart Wealth Strategy

Minimize what goes to the IRS and maximize what fuels your goals—with coordinated tax and investment planning.

Plan for Retirement on Your Terms

You’ve earned a strong income—now let’s translate that into long-term security and freedom, whether you retire early or not.

Coordinate Complex Cash Flow

Between bonuses, equity payouts, and income from multiple sources, we build a plan that keeps everything in sync.

Build and Protect Your Legacy

From family trusts to charitable giving, we help you shape a legacy that reflects your values and supports your future generations.

Personalized Portfolio Management

Your investments should reflect your life—not just your risk tolerance. We build custom portfolios aligned with your priorities and time horizon.

Fund Education the Smart Way

We build a plan for 529s (including superfunding), coordinate gifts from family, and map cash-flow so tuition, private school, or grad programs fit your bigger goals—without derailing your tax plan.

Unlock High-Impact Employer Benefits

We audit your benefits to surface high-value perks most people miss—IVF/fertility coverage (centers of excellence, lifetime caps), adoption/surrogacy reimbursements, prepaid legal, back-up child/elder care, tuition assistance, and disability options. We optimize open-enrollment elections, coordinate HSA/FSA strategy, and time claims/leave to maximize after-tax savings.