Company-sponsored financial planning that helps leaders thrive — and HR teams breathe easier.
Your top leaders are managing equity awards, compensation packages, and retirement timelines — often without integrated financial guidance. This can put their future (and your company’s) at risk.
At Trove, we partner with HR teams to deliver 1:1 financial planning for executive teams, offering clarity around tax strategy, retirement modeling, estate planning, and more — all without adding to your team’s workload.
Offering executive financial planning demonstrates a genuine commitment to your leadership team’s well-being. These services help provide clarity and confidence around complex financial decisions, which can allow your executives to focus on driving business performance. A well-structured financial planning benefit also helps position your company as a top-tier employer in a competitive talent market.
Executives often manage unique and complex compensation structures—including stock options, RSUs, deferred compensation, and significant tax exposures. Without specialized planning, these benefits can become burdensome rather than rewarding. Our team helps executives maximize after-tax income, create retirement income models, and align personal financial goals with career milestones.
Executives value benefits that directly improve their financial security and quality of life. Providing tailored financial planning support can help reduce stress around major financial decisions and builds loyalty. Companies that invest in these services often see improved retention, stronger engagement, and higher satisfaction among key leaders.
We design our programs to minimize administrative burden. Our team handles onboarding, education, and ongoing service directly with executives, while keeping HR informed at a high level. We provide clear reporting, but all confidential financial discussions remain strictly between the advisor and the executive.
Absolutely. Each executive receives a tailored financial plan designed for their specific compensation package, family needs, and long-term goals. All meetings and planning materials are handled privately and securely. While HR has insight into program engagement, individual financial details remain confidential, ensuring executives feel comfortable fully engaging in the process.
info@trovepw.com