FOR EMPLOYEES
Make the Most of Your Compensation and Benefits
Employer benefits can create valuable opportunities and important decisions. Novak Financial Partners helps professionals coordinate equity compensation, retirement plans, taxes, investments, and competing financial priorities through one comprehensive plan.
No AUM fees. No commissions. No asset minimum.
Compensation and Benefits by Employer
We work with employees at companies whose compensation and benefits often involve extra layers of planning. Availability of specific benefits varies by employer and role.
Adobe Employees
Planning for RSUs, the employee stock purchase plan, mega backdoor Roth contributions, taxes, investments, and family goals.
Explore Adobe →ServiceNow Employees
Coordinate equity compensation, ESPP participation, retirement benefits, taxes, and long-term planning.
Explore ServiceNow →Salesforce Employees
Financial planning for RSUs, ESPP shares, retirement-plan opportunities, taxes, and competing priorities.
Explore Salesforce →Workday Employees
Guidance on equity compensation, employee benefits, investments, taxes, and long-term financial decisions.
Explore Workday →Snowflake Employees
Coordinate RSUs, ESPP participation, mega backdoor Roth contributions, taxes, and diversification.
Explore Snowflake →Okta Employees
Coordinate RSUs, ESPP participation, 401(k) and mega backdoor Roth contributions, HSA planning, taxes, and variable compensation.
Explore Okta →Bringing Your Compensation, Benefits, and Goals Together
Your compensation, taxes, investments, employer benefits, retirement plans, and family goals affect one another. We bring these decisions together in one comprehensive plan so you can understand your options and make informed decisions with the bigger picture in mind.
A Personal Relationship With Your CFP® Professional
Novak Financial Partners is led by Max and Zach Novak, two CFP® professionals. You'll work directly with one of them throughout your planning relationship, providing continuity as your compensation, benefits, and goals evolve.
Bring Your Financial Life Together
Schedule an introductory call to learn how we can help you coordinate your equity compensation, benefits, and overall financial plan.
Schedule a CallNo commissions. No asset minimum. Plans starting at $4,000 per year. Serving clients nationwide by video.