Living Room Wealth Management

Living Room Wealth provides in-depth financial planning for families navigating equity compensation, life transitions, sabbaticals and career changes. I help parents with complicated compensation packages make strategic investment decisions to achieve financial independence and retire early (FIRE). Un-Complicating Big Financial Decisions Every once in a while we have to make decisions about things that really matter, and a lot of the time there’s no easy answer. That’s where I come in. I’ll help you make career and life decisions that give you the optionality and flexibility for whichever way life takes you. Investment Strategies Tailored to Families in Tech You need a unified investing strategy that matches what you actually want your money to accomplish. Our framework seamlessly integrates your company stock with your broader portfolio, emphasizing agility and optionality while acting as a backstop for irregular cash flow when you inevitably make that big life change. I’m a CERTIFIED FINANCIAL PLANNER® Professional • I’ve gone through extensive training, passed the certification exam and I’m committed to the highest ethical standard as a fiduciary for my clients. • But that’s just the foundation – the really fun part is building expertise in equity compensation and tax planning while bringing my own experience as a parent with young kids to the financial planning process. • Living Room Wealth is based in glorious Colorado, but I work virtually. I’m Matt, head of the firm and a proud fiduciary.