Skip to content

An investment in you

Our services help our clients:

  • Feel more confident with their money decisions
  • Have peace of mind in their financial future
  • Spend more time with their loved ones

Equity Compensation Planning

Designed for tech professionals & executives

  • Investment management built around your goals
  • Proactive, multi-year tax planning
  • RSU, ISO, NSO & ESPP strategy
  • Exercise and sale timing decisions
  • Withholding gaps & estimated taxes
  • Concentrated stock diversification plan
  • Cash flow & savings strategy
  • Retirement account optimization
  • Insurance & risk review
  • Estate planning coordination

Minimum annual fee $5,000

Inquire now about Equity Compensation Planning

Business Planning

Designed for business owners & entrepreneurs

  • Investment management built around your goals
  • Tax optimization & CPA coordination
  • Owner compensation strategy
  • Entity structure analysis
  • Retirement plan design for owners
  • Building wealth outside the business
  • Cash flow & reserves planning
  • Sale, succession & exit planning
  • Insurance & risk review
  • Estate planning coordination

Minimum annual fee $9,900

Inquire now about Business Planning

All of our services are ongoing relationships. We don’t offer one-time financial plans.

Don’t fit either mold?

You may still inquire if you are:

  • Within 5 years of retirement
  • Receiving an inheritance
  • A doctor or lawyer
Inquire now

Our Process

Your plan isn’t a document we hand over once. It’s a set of decisions we revisit as your life evolves.

  1. 01

    Understand

    We learn how you’re paid, what you own and what you’re planning for: your compensation or equity, your business, your accounts, taxes, goals and concerns.

  2. 02

    Build

    We develop one strategy that connects your investments, tax planning, your equity or your business, and your broader financial plan, with clear reasoning behind each recommendation.

  3. 03

    Implement

    We manage your portfolio and work through the planning recommendations with you, coordinating with your CPA or attorney where needed.

  4. 04

    Monitor & adapt

    Markets move, grants vest, businesses grow, families change. We revisit the plan and portfolio throughout the year rather than setting it and forgetting it.

  5. 05

    Accountability

    We follow through on what we agreed to, check in on your progress and keep you on track, so the plan actually gets done.

The value of working together

  • Avoid expensive errors from doing it yourself

  • Regain mental clarity and family time from not having to research, manage and monitor everything yourself

  • Expertise across investing, tax and all things financial planning

  • Behavioral coaching to avoid emotional decisions during market swings

  • A second set of eyes catching blind spots before they become costly mistakes

  • A trusted professional helping you make decisions when it matters most

Questions we also help answer

  • “What will we owe in taxes this year, and can we lower it?”

  • “How do I pass wealth to my family efficiently?”

  • “Should we pay cash, take a mortgage or sell stock to buy a home?”

  • “What happens to our finances if one of us gets sick?”

  • “What should I do to shield my assets?”

  • “How much do I need before work becomes optional?”

  • “What’s the best way to set our kids up financially?”

  • “Are we getting the most out of our benefits at work?”