Not for everyone. On purpose.

You’re mid-career in product, engineering, or design, and a large share of your net worth sits in one company’s stock. Somewhere in the last few years your compensation stopped being a salary and started being a puzzle. You have more money than time to manage it properly.

Something moved recently: a grant, an offer, a date on the calendar. You’re here to work out whether you still want to handle it alone.

Check any that sound familiar

Between RSUs and options, you’re vesting in the high five or six figures every year.
You’re earning more than you ever have, and you’d have expected to be further along by now.
You’re not sure when to exercise, when to sell, or how much.
You’re the one keeping everyone who advises you in the loop, and you’re tired of it.
Your equity withholding never seems to cover what you actually owe.
You’re weighing a house, a kid, or another major decision, and the timing runs through your equity.
Most of your net worth is in one company’s stock.
An IPO, acquisition, or tender offer is somewhere on the horizon.
You want to know when you could stop working, if you decided to.

What our clients didn’t know to look for

Most of these weren’t on the list when we started.

An ISO exercise that becomes a surprise AMT bill

Disability coverage that only accounts for base salary

Charitable gift bunching with appreciated stock and a donor advised fund

A previous state’s claim on RSU and option grants

Out-of-state property subject to ancillary probate

Income planning for marketplace health insurance subsidies

Post-termination exercise periods on vested equity

Superfunded 529s using up to five years of gifts

Tax differences between single and double trigger RSUs

Estimated tax payments to cover RSU underwithholding

Umbrella coverage for millions in liability exposure

Tax savings with the mega backdoor Roth

Who this isn’t for

Being specific about who we serve means being honest about who another advisor would serve better.

01 You’re looking for a financial product or a one-time transaction, not a long-term relationship.
02 Your situation is straightforward, and what you need is a few specific answers or someone to point you in the right direction. Our fee is priced for ongoing coordination, not for a question every other year.
03 You’re at the point where the main questions are when to claim Social Security and how to enroll in Medicare. Our work sits in the decades before that.
04 Everything we do runs over video, email, and shared documents. If you’d rather meet in an office and sign things in person, we’re not set up for that.

If this sounds like you, let’s talk.

A 45 to 60 minute phone call. We’ll start with whatever pushed you to read this far.

Book an Intro Call