Your Meta Benefits & Career: Financial Planning for Employees and Executives

Do you work at Meta? Get the resources you need and expert insights from financial professionals who specialize in helping Meta employees make the most of their compensation package and benefits.

Whether you’re a new Meta employee or you’ve moved up the ranks into a management or executive leadership role over a multi-year career, it’s important to make smart money moves with your income and employee benefits. For example:

✅ Do you know the right moves to make to get the greatest value from the Meta benefits available to you?

✅If you’re thinking about leaving Meta for another job or planning to retire from the company in a few years, are you taking the right steps today to ensure you will receive all of the compensation and benefits that you’ve earned?

Get the Most Value from Your Meta Benefits and Compensation Package

Throughout the year, Meta provides its employees and executives with updates about their benefits ranging from health insurance and health savings plans to retirement plans like a 401(k), deferred compensation plans, and stock options. While the company offers many useful resources and access to knowledgeable staff who can assist with questions, you’ll also find financial professionals not affiliated with Meta who specialize in helping Meta employees make the most of their income and benefits.

Whether you work in the Meta headquarters in Menlo Park, California, another office location around the country, or remotely from home, you may have questions about your compensation package and benefits better suited for a financial professional who can offer unbiased advice and guidance.

For example, sensitive topics like discussing the steps you should take before quitting your job at Meta to work elsewhere, protecting yourself in advance of a corporate layoff, or deciding when you should plan to retire are all conversations that may be more comfortable with a trusted financial advisor.

💡 In the Q&A below, you’ll gain insights from financial advisors who work with Meta employees to help them make smart decisions to get the most value from their compensation and benefits, reduce their money stress, and prepare for a comfortable retirement.

🙋‍♀️ Do you have questions not yet answered? Use the form below to submit questions anonymously and watch this article for updates with answers to your questions. You can also reach out to the financial advisors below to set up an introductory call or contact them with your questions by email.

💸 Smart Money Insights for Meta Employees & Executives

This page is organized into sections to help you quickly find the information you need and get answers to your questions:

1. Q&A: Financial Planning Tips for Meta Employees & Executives
2. Get Answers to Your Questions About Your Meta Benefits and Career
3. Quick Facts & Resources for Meta Employees
4. Browse Related Articles

Q&A: Financial Planning Tips for Meta Employees & Executives

Answers to Employee Questions with Bill Promes

Bill Promes is a financial advisor based in Mill Valley, California who specializes in offering financial planning services to Meta employees. Bill helps his clients get the most value from their Meta benefits and compensation package so they can enjoy life and feel confident about their financial future.

Q: When you first speak with a Meta employee, what questions do you like to ask to better understand their unique circumstances and determine how you can best help them achieve their goals?

Bill: First, I like to get to know them as a person. Learning about someone’s family, values and dreams help to connect the dots between what we’re doing today from a planning perspective to their long-term vision in life. By getting to know my clients, I can anticipate their needs as the planning relationship develops.

Q: For Meta employees who have managed their finances on their own to this point, what would you suggest they consider to help them decide if they should begin working with a financial advisor at this stage in their lives?

Bill: I would ask them if they could quantify where they are at on their financial journey.

If they are looking forward to an early retirement, do they have a savings goal associated with that number? Many people do well on their own, until they get closer to what they think is their goal, and then need to move from a sketch of the future to a detailed blueprint.

Maybe it’s not early retirement, but purchasing a home and starting a family. If there are doubts about what you need to achieve your goal, it might be time to work with a planner.

Q: Is there anything that comes up frequently in your initial meeting with Meta employees that surprises you?

Bill: Misunderstandings of taxes in relation to RSUs comes up frequently. It’s definitely not unique to Meta employees, I see it elsewhere. The US tax code is not known for its simplicity, so I always feel good when I can help an employee truly understand the tax implications of their RSUs and how best to leverage this wonderful benefit.

Q: For highly compensated Meta employees and executives, are there any special benefits you believe it’s important to take into consideration when preparing their financial plan?

Bill: Meta’s 401(k) plan has the capability for a Mega Backdoor Roth. That’s an amazing benefit for savers who can afford to set aside extra money to take advantage of that benefit. It’s definitely not for everyone, but for high earners who are looking to maximize their savings, it’s a great option.

Get to Know Bill Promes Financial Advisor for Meta Employees:

View Bill’s profile page on Wealthtender or visit his website to learn more.

🙋‍♀️ Have Questions About Your Meta Benefits or Career?

📰 Browse Related Articles

Are you ready to enjoy life more with less money stress?

Sign up to receive weekly insights from Wealthtender with useful money tips and fresh ideas to help you achieve your financial goals.