Our Services
Comprehensive financial planning designed for tech professionals, with expertise in equity compensation and tax strategy.
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Equity Compensation Strategy
Optimize your RSUs, stock options, and ESPP. Get clear guidance on when to exercise, sell, or hold to maximize value while minimizing tax impact.
RSU vesting strategies
Stock option exercise timing
ESPP optimization
Concentration risk management
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Tax Planning
Develop strategies to minimize your tax burden now and in the future. From backdoor Roths to tax-loss harvesting, get a plan for tax efficiency.
Tax-efficient investing
Roth conversion strategies
Capital gains planning
Alternative investment tax implications
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Investment Planning
Build lasting wealth beyond the stock market. Get personalized strategies for real estate, private equity, and traditional investments.
Portfolio diversification
Risk optimization
Investment property analysis
Alternative investment opportunities
Planning Fees by Complexity Level
Your fee is based on the number of active planning domains and how they interact, not your income or asset level.
$6,000
$8,000
$10,000
$350/hour
New clients: 5-hour minimum
Returning clients: No minimum
Each engagement includes a thorough analysis of your situation and detailed recommendations.
See a Financial Plan in Action
Get a behind-the-scenes look at how we translate complex financial decisions into clear action steps