Delivering Agenda-Free Financial Planning Tips for Grove Financial

Client: Grove Financial

Deliverables: 2 e-books; The Grove Guide to Equity and The Expecting Parent’s Guide to Financial Planning.

Project Management: G-Suite

Project Overview

Personalized financial planning company Grove wanted two e-books for its content marketing efforts. One for employees with equity at pre-IPO startups and another geared towards expecting parents.

I worked in collaboration with Grove’s marketing manager as well as their financial subject matter experts to create easy-to-read, informative content that catered to Grove’s proactive, highly educated audience. As a result of our collaborative effort, we produced The Grove Guide to Equity and How To Secure Your Family’s Financial Future: The Expecting Parent’s Guide to Financial Planning.

Between the two e-books, I covered the following financial planning topics:

  • Vesting schedules
  • Tax planning
  • Different forms of equity compensation (e.g. RSUs, ISOs vs NSOs)
  • Tax implications of exercising your stock options
  • Health Flexible Spending Accounts
  • Estate Planning
  • Dependent Care FSA


Screen Shot 2019-07-04 at 4.49.02 PM

Featured image via Pexels

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