Transform Your Tech Success Into Financial Freedom
You've earned the promotions and equity. Now turn them into lasting wealth.
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Trusted By People At These Companies
The Hidden Cost of Financial Uncertainty
Every promotion, equity grant, and bonus should be building your dream future.
Decision Paralysis
Your equity is growing but complexity grows faster. RSUs, stock options, mega backdoor Roths - one wrong move could cost you thousands in taxes or missed opportunities.
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Time Pressure
The golden handcuffs tighten with each passing year. You know you should have a clear financial strategy, but finding time to research every decision feels impossible.
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Future Uncertainty
Home ownership isn't getting cheaper. Financial independence feels further away. And you can't shake the feeling that you're missing something important in your financial planning.
You Need an Advisor Who’s Been There
Your financial future shouldn't keep you up at night. As a former Google manager turned financial advisor, I've navigated the same decisions you're facing - from equity compensation to finding the right real estate opportunities.
15 years in tech, from startup to big tech, means I understand your compensation structure and career path from the inside.
No financial jargon or sales pitches. Just straightforward advice in language you'll understand, backed by data-driven analysis.
More than just an advisor - I'm a partner invested in your success, bringing both tech and financial expertise to your planning.
Your Path to Financial Clarity
A proven process that transforms your tech compensation into lasting wealth and freedom.
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Discovery & Goals
Share your story in a free intro call. We'll discuss your current situation, define your goals, and gather the right information to start building your plan.
Collaborative Planning
Work together to develop your custom financial strategy. Through an iterative process, we'll refine the plan until it perfectly aligns with your unique goals.
Clear Action Steps
Receive your detailed financial plan with specific recommendations. You maintain full control of implementation, with clear steps to execute each part of your strategy.
Life With Financial Clarity
Imagine the confidence of knowing your tech success is building lasting wealth.
