Financial planning built for stock compensation complexity
Most financial advisors work with anyone who has money. I work exclusively with employees who earn most of their income from stock awards. There's a difference.
Financial planning built for stock compensation complexity
Most financial advisors work with anyone who has money. I work exclusively with employees who earn most of their income from stock awards. There's a difference.
Financial planning built for stock compensation complexity
Most financial advisors work with anyone who has money. I work exclusively with employees who earn most of their income from stock awards. There's a difference.
What I Believe
Financial planning should simplify your life, not complicate it. When you earn most of your income from stock compensation, you're already dealing with enough complexity. Tax decisions. Exercise timing. Vesting schedules. AMT calculations. You shouldn't need a finance degree to build wealth from your job.
You deserve a financial advisor who already speaks your language. Someone who reads 401k plan documents for fun. Someone who understands ISOs, RSUs, and ESPPs without needing an explanation. Someone who can give you straight answers instead of generic advice.
What I Believe
Financial planning should simplify your life, not complicate it. When you earn most of your income from stock compensation, you're already dealing with enough complexity. Tax decisions. Exercise timing. Vesting schedules. AMT calculations. You shouldn't need a finance degree to build wealth from your job.
You deserve a financial advisor who already speaks your language. Someone who reads 401k plan documents for fun. Someone who understands ISOs, RSUs, and ESPPs without needing an explanation. Someone who can give you straight answers instead of generic advice.
What I Believe
Financial planning should simplify your life, not complicate it. When you earn most of your income from stock compensation, you're already dealing with enough complexity. Tax decisions. Exercise timing. Vesting schedules. AMT calculations. You shouldn't need a finance degree to build wealth from your job.
You deserve a financial advisor who already speaks your language. Someone who reads 401k plan documents for fun. Someone who understands ISOs, RSUs, and ESPPs without needing an explanation. Someone who can give you straight answers instead of generic advice.
How I'm Different
I don't try to be everything to everyone. I focus on one thing and do it exceptionally well: financial planning for employees of publicly traded companies with stock-based compensation. This focus means I've seen your exact situation before. I know the questions you're asking because I've answered them hundreds of times. I understand the specific challenges you face because I work with them every day.
I also believe financial planning should be collaborative. You stay in control of every decision. I just make sure you have the information and strategy to make those decisions confidently. This is your money and your future. My job is to guide, not dictate.
How I'm Different
I don't try to be everything to everyone. I focus on one thing and do it exceptionally well: financial planning for employees of publicly traded companies with stock-based compensation. This focus means I've seen your exact situation before. I know the questions you're asking because I've answered them hundreds of times. I understand the specific challenges you face because I work with them every day.
I also believe financial planning should be collaborative. You stay in control of every decision. I just make sure you have the information and strategy to make those decisions confidently. This is your money and your future. My job is to guide, not dictate.
How I'm Different
I don't try to be everything to everyone. I focus on one thing and do it exceptionally well: financial planning for employees of publicly traded companies with stock-based compensation. This focus means I've seen your exact situation before. I know the questions you're asking because I've answered them hundreds of times. I understand the specific challenges you face because I work with them every day.
I also believe financial planning should be collaborative. You stay in control of every decision. I just make sure you have the information and strategy to make those decisions confidently. This is your money and your future. My job is to guide, not dictate.
About Me
I've been obsessed with markets and money for as long as I can remember. I started trading stocks at 10. Options at 21. But trading for myself and helping real people build wealth are completely different things.
When I started serving clients in my late 20s, I noticed something. The people who needed the most help were high earners at public companies with complicated stock compensation packages. Smart, successful people who felt completely lost when it came to their equity awards. They didn't lack intelligence or motivation. They lacked specialized guidance.
Most financial advisors treated stock compensation like an afterthought. I saw an opportunity to build something better. So I did. NGP Financial Planning exists specifically for employees who earn most of their income from stock awards. I don't dabble in this space. I live in it.
About Me
I've been obsessed with markets and money for as long as I can remember. I started trading stocks at 10. Options at 21. But trading for myself and helping real people build wealth are completely different things.
When I started serving clients in my late 20s, I noticed something. The people who needed the most help were high earners at public companies with complicated stock compensation packages. Smart, successful people who felt completely lost when it came to their equity awards. They didn't lack intelligence or motivation. They lacked specialized guidance.
Most financial advisors treated stock compensation like an afterthought. I saw an opportunity to build something better. So I did. NGP Financial Planning exists specifically for employees who earn most of their income from stock awards. I don't dabble in this space. I live in it.
About Me
I've been obsessed with markets and money for as long as I can remember. I started trading stocks at 10. Options at 21. But trading for myself and helping real people build wealth are completely different things.
When I started serving clients in my late 20s, I noticed something. The people who needed the most help were high earners at public companies with complicated stock compensation packages. Smart, successful people who felt completely lost when it came to their equity awards. They didn't lack intelligence or motivation. They lacked specialized guidance.
Most financial advisors treated stock compensation like an afterthought. I saw an opportunity to build something better. So I did. NGP Financial Planning exists specifically for employees who earn most of their income from stock awards. I don't dabble in this space. I live in it.
Let's talk about your stock compensation
Together, we'll turn your stock awards into a complete financial strategy.
Let's talk about your stock compensation
Together, we'll turn your stock awards into a complete financial strategy.
Let's talk about your stock compensation
Together, we'll turn your stock awards into a complete financial strategy.