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
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