Our Services
Comprehensive financial planning designed for tech professionals, with expertise in equity compensation and tax strategy.
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
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
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
Every financial situation requires different levels of analysis and planning. Your total fee is based on the scope of work needed.
All planning services are provided at our hourly rate of $250.
Foundation Plan
$2,500 - $3,750
10-15 hours
Best for early-career professionals getting started with financial planning
Cash flow optimization
Budgeting strategies
Home purchase planning
Savings vehicle selection
Investment planning
Growth Strategy Plan
$3,750 - $5,000
15-20 hours
Ideal for mid-career professionals with equity compensation and diversification needs
Portfolio diversification
Equity compensation strategy
Investment property analysis
Concentrated stock positions
Tax optimization strategies
Wealth Legacy Plan
$5,000+
20+ hours
For established professionals with complex wealth planning needs
Legacy planning
Retirement income strategy
Estate planning coordination
Advanced tax planning
Complex investment strategies
Hourly Planning
$250/hour
For targeted financial guidance when you need it.
New clients: 5-hour minimum
Returning clients: No minimum
Perfect for specific decisions like:
Salary negotiation
New company benefits review
Exercise timing for stock options
Home purchase analysis
Investment portfolio review
Each engagement includes a thorough analysis of your situation and detailed recommendations.
✓No asset minimums ✓No ongoing fees ✓No product sales
See a Financial Plan in Action
Get a behind-the-scenes look at how we translate complex financial decisions into clear action steps