Make the most of your stock purchase plan,
with your hourly partner.

I’m Kevin Estes, CFP®, CCFC, MBA - a financial planner who helps tech professionals and their families live great lives.

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    Maximize Your Benefits

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    Minimize Lifetime Taxes

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    Only Pay For What You Need

Expand options.

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Some employers offer a 15% discount.

A lookback could lower the purchase price further.

The maximum qualified plan contribution 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 hacks to save more.

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