The Remitly Special
After working with a few Remitly employees we’ve caught mistakes that if left as is, would have cost tens of thousands of dollars in overpaid taxes.
These mistakes shouldn’t happen!
To help reduce the frequency of these mistakes, I published a couple of detailed articles on the most common culprits: The ESPP Double Tax and The RSU Double Tax.
You by no means need to hire me, but if you want me to take a look, I will do so for free and will offer a discounted financial independence plan, which I’m calling the “Remitly Special.” (Yes, I know the name isn’t very good.)
What is the “Remitly Special”
It works similarly to my PlanFTW engagement, but it’s shorter and during the intro call I check to see if there are any issues with double taxes happening.
Here’s the outline:
Intro Call - Free, no strings attached look into if there’s a double tax issue
Meeting #1 - Get to know you and full breakdown of double tax issue
Meeting #2 - Provide other recommendations
Examples:
401(k) recommendations
Investing prioritization roadmap
Investment recommendations outside of 401(k)
Insurance recommendations
Estate planning basics
Basically whatever personal finance Qs you have
Meeting #3 - Share Financial Independence Plan + Remaining Recommendations
Cost = $4,500 - due at the end
Example Deliverables
It’s hard to describe all the areas we’d cover, but here are some sample deliverables to give you a clearer picture of what you can expect to get out of this.