Your tech career changes. Your financial plan should keep up.

Your tech career changes. Your financial plan should keep up.

One clear plan for your equity, benefits, investments, and taxes.

One clear plan for your equity, benefits, investments, and taxes.

Find your starting point
Built for technology professionals at companies like
Microsoft Oracle Google Amazon Apple Netflix Nvidia Salesforce Meta
Microsoft Oracle Google Amazon Apple Netflix Nvidia Salesforce Meta

Company names are trademarks of their respective owners. No affiliation or endorsement implied.

Start where you are

What is happening right now?

Choose the path that fits today. These are starting points, not boxes. Each one connects the same financial picture in a different order.

Recently laid offI was laid off.

Organize the dates and decisions around severance, benefits, equity, cash runway, retirement accounts, and the tax year.

Organize your severance, benefits, equity, cash, and taxes.

See what needs attention first → Changing rolesI’m changing jobs.

Compare what you are leaving with what you are joining, including compensation, equity, benefits, accounts, and taxes.

Compare what you are leaving with what you are joining.

Plan the transition → Intentional time awayI’m leaving on purpose.

Model the runway, coverage, investments, equity deadlines, and tax considerations around the break you want to take.

Plan your cash, coverage, investments, and taxes before you leave.

Plan your time away → Planning while life movesI want ongoing financial planning.

Connect cash flow, investments, equity, retirement, insurance, estate coordination, and the tax picture while you are working.

Connect your cash, investments, retirement, insurance, and taxes.

Explore ongoing planning →
I was laid off

Know what to do first.

Fifteen questions. One educational readout that organizes five decision areas.

You walk away knowing
Five decision areas, organized
The deadlines that matter
What to check before signing
Start the Severance X Ray

About 3 minutes · Answers stay on this device

Your 90 day readout · Sample
Your five decisions, in order.
Do this first Confirm the dates in your notice.
01
Health coverage From your notice
02
Equity Dates mapped
03
The old 401(k) Leave · move · roll
04
Taxes this year Gap estimated
05
Runway 14 months
Hypothetical sample, not advice.
Offer read · Sample
Old package vs. new offer
Base and bonus
Equity, next 12 months
Benefits and retirement
What you have What is offered
Hypothetical sample. Illustrative only, not individualized advice.
I'm changing jobs

Know what the offer is really worth.

Compare what you're leaving with what you're signing, as one honest picture.

You walk away knowing
What the offer pays after taxes
Equity left behind vs. equity granted
Benefit gaps between the two packages
Explore the sample client portal

Fictional household · no real accounts connected

I'm leaving to do something different

Know if you can afford the leap.

Retiring, building, or just stepping away: see the money side before the paycheck stops.

You walk away knowing
An illustrative runway using your inputs and assumptions
Where health coverage comes from without a W-2
Which accounts to draw from first
Explore the sample client portal

Fictional household · no real accounts connected

The leap · Sample
21 months of room
TODAY MONTH 6 MONTH 12 MONTH 21
Coverage without a W-2 First
The low income year window Next
Equity and the old 401(k) Verify
Hypothetical sample. Illustrative only, not individualized advice.

The whole money side. Not just the portfolio.

The old 401(k)

Leave it, move it to the new plan, or roll it. One click can close doors you can't reopen.

Leave it in the plan Reversible
New employer's plan Reversible
Roll to an IRA One way
Cash distribution One way

Taxes across the move

Severance, vests, and a new salary can stack into one tax year. We plan the year, not the paycheck.

What was withheld vs. the estimate
Withheld Difference to verify
Illustrative only. Not tax advice.

Equity

What is vested, what the documents say happens when employment ends, and how concentration affects the rest of the plan.

'26
Vested
'27
Verify
'28
Scheduled
Illustrative only. Your grant governs.

Health coverage

COBRA, the marketplace, a spouse's plan, or the new job, priced on one timeline using the dates in your notices.

Your coverage timeline
Current plan Verify notice date
Windows depend on the official notice.

Runway

How long your money lasts at your real spending, and which decisions change that number.

Today Month 14
Hypothetical sample.

Still here? Nothing to undo yet.

Watching the next round, or simply want this handled. Staying put is the cheapest place to plan from.

✓ Vest dates and deadlines watched
✓ Tax moves timed before year end
✓ Equity reviewed as it stacks up
✓ Questions coordinated with your CPA

And dozens more that come up.

Vest calendars Sell to cover gaps COBRA elections Withdrawal order Estimated taxes Concentration limits
Vest calendars Sell to cover gaps COBRA elections Withdrawal order Estimated taxes Concentration limits
Self employed coverage State tax after a move Beneficiary checks Disability and life review Tax loss harvesting
Self employed coverage State tax after a move Beneficiary checks Disability and life review Tax loss harvesting
See what you walk away with
Why me

Independent advice
doesn't mean doing it alone.

Cory McCune Bret Whiteley
Cory McCune and Bret Whiteley
300+
Households, founded 2009

I work inside McCune Whiteley Wealth Management, the firm Cory and Bret built. Most conversations are with me directly, and there is a senior bench behind every one of them.

Jake Song
Jake Song, Financial Advisor
7 · 65 · 66
Registrations held

Texas life and health insurance license.

Community member Community member Community member +
After Big Tech: Jobs and the Money Side
Free
Tech transition community

Tech professionals working through the same decisions together, with guest speakers. I host it. It is free, and it is not a pitch.

Join the community
FAQ

Common questions.

Is this a sales call?

No products are discussed in the free session. It is an educational conversation. If ongoing work may fit, scope and fees are discussed separately and provided in writing before any engagement.

What do I need to bring?

Nothing is required. If you want to discuss specific documents, you may bring your separation agreement or offer letter. Do not send account numbers or other sensitive information through this site.

Can you work with me in my state?

Advisory work is available only where the advisor and firm are properly registered or otherwise permitted. Bring your state and Jake can explain what is available.

What does it cost?

The first 30 minute session is free. Any later engagement is separate. Scope, fees, compensation, and conflicts are provided in writing before an engagement begins.

Is there an account minimum?

There is no account minimum for the free session. Any later engagement depends on scope and firm requirements.

I have not been laid off. Is this still for me?

Yes. Offer reviews, equity decisions, and planning an intentional break can also create connected money questions.

Start with the call.

Thirty minutes, video or phone. You talk, Jake listens, and you identify the first questions to verify.

Book a free intro call No pitch, no obligation.

Cal Video · Come empty handed · No products in this session · (512) 960-4900