Make the most of your ESPP!

Kevin Estes is a CERTIFIED FINANCIAL PLANNER® who helps tech professionals and their families live great lives. He works on an hourly basis so you only pay for what you need.

Secure your future.

  • Financial Planning

  • Equity Compensation

  • Retirement Planning

  • Strategic Tax Planning

  • Investment Optimization

  • Estate Planning

Let’s connect.

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Some employers offer a 15% discount. A lookback could lower the purchase price further.

An employee may be able to sell the shares right away for a gain.

The maximum contribution for a qualified plan is:

  • 15% of gross comp,

  • up to $25,000 a year.

Enhance benefits.

  • Automate saving: use payroll deductions.

  • Build wealth: leverage stock discounts.

  • Grow with your company: align your financial success.

It's is a table with 7 Pros and 7 Cons for Employee Stock Purchase Plans.

Is an ESPP right for you?

I can help you decide whether it aligns with your long-term goals.

If so, I’ll share creative - yet practical - ways to fund purchases.

Why Scaled Finance?

  • Professional guidance: navigate ESPP complexities with confidence.

  • Tailored strategies: maximize opportunities for your goals.

  • Tax optimization: leverage tax tricks to save more.

Trusted by employees at: