Customized Financial Planning Services for Microsoft Employees
Are you a Microsoft employee who has:
Received equity as part of your total compensation, but you haven’t developed a plan for how and when to turn those shares into actual dollars?
Seen your annual tax bill going up, even as Federal tax rates have come down?
Wondered whether you are on track to retire, but you’re not sure how much you’ll actually need to have saved?
Accumulated accounts at multiple different brokerages and have no clue how to make it all work together?
If any of this sounds familiar, then it’s time to experience a different approach to wealth management.
Our Approach to the Financial Planning Process
Take a look at our planning process in the video below.
Here’s How We Can Help
Our four-meeting onboarding process is designed to help you identify your financial priorities, rank them, and assign a dollar value to each of them. Then, we go to work developing a step-by-step financial action plan designed to help you achieve them.
We perform an in-depth review of your important financial documents, such as W2s, tax returns, investment statements, equity compensation agreements, insurance contracts, mortgage statements, workplace benefits, etc. We then provide you with a detailed list of observations and recommendations based on our findings.
We incorporate all of a household’s accounts into the planning process to ensure each piece of our client’s financial life is working in concert with the other.
We incorporate tax preparation and estate planning services into the overall financial planning process to ensure you are receiving consistent advice across the board.
Why Malcolm?
Malcolm Ethridge is an Executive Vice President at CIC Wealth Management, a boutique financial planning and investment management firm based in the Washington, D.C. area. As a Certified Financial Planner (CFP®) and IRS Enrolled Agent (EA), Malcolm’s areas of expertise include retirement planning, investment portfolio development, tax planning, equity compensation and other executive benefits. He leverages that expertise to help tech workers make sense of some of the most complex financial situations that working professionals tend to face.
In addition to his duties as a financial planner, Malcolm is an on-air contributor at CNBC, providing commentary on the market news of the day. You can catch him on any of the daily shows, as well as special broadcasts, typically dissecting corporate earnings news and other headlines related to tech.
As a very proud Aggie Alum, Malcolm holds a Bachelor’s degree from North Carolina A&T State University, where he studied marketing and management. Malcolm lives in Washington, D.C. with his wife and daughter, and in his free time, he enjoys training for his next marathon, skiing, and reading.
