On this week’s episode, Brent and Rachel sit down with Samuel Deane, MBA to discuss equity compensation packages, stock options, and tying it all together with an estate plan. They particularly focus on how millennials in tech and start-up companies can navigate through various types of compensation packages and what issues to focus on when negotiating a compensation package.

Samuel Deane is a financial planner, entrepreneur, and is the founder of Deane Financial Partners, Inc., an independent investment advisory firm for millennials in technology.

After spending some time working in an industry traditionally reserved for wealthy baby boomers, Samuel realized that he could provide wealth management and financial planning services more efficiently for his generation. Samuel has become a financial expert and a go-to resource for national media outlets. He’s been mentioned in Forbes, CNBC, Huffington Post, Investment News, and more. Samuel is also a coveted speaker and loves spreading his wisdom on entrepreneurship, personal finance, and smart investing to his community.

Samuel can be contacted via his website at https://deanefinancial.com/contact/.