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We partner with tech employees throughout their career to maximize their benefits
We work with employees across the tech sector
What should you do with your newly vested wealth?
You work at a pre ipo company and it’s going public. What should you do?
You get paid in stock and don’t know what to do?
Changing Jobs and need help?
Help you see what’s possible for your new wealth
Create a diversification plan around your Restricted Stock Units and Stock Options
Use investment strategies to reduce your tax bill
Are we a good fit
to meet your needs?
Establishing values,
priorities, and goals
Present the first version
of your financial plan
Review and implement
recommendations
It begins with a plan and ends with a collaborative thinking partner
Family Planning
Job Opportunities
Real Estate Decisions
Asset & Debt Management
Cash flow & Income management
Investment Management
Tax Management
Insurance & Benefits Review
Accumulation & Retirement Planning
Quarterly check ins
Two review meetings every year
Adjust strategies as opportunities arise
Company was about to IPO before we worked together
Reduced tax bill by $25,000
Avoided $110,000 in Alternative Minimum Tax
Avoided a 50% drop in stock price 2 years later