Your stock awards are complicated.
Your financial future doesn't have to be.
Financial planning designed for employees of publicly traded companies who earn most of their income from stock awards. No more guessing about taxes, timing, or what to do next.
Your stock awards are complicated.
Your financial future doesn't have to be.
Financial planning designed for employees of publicly traded companies who earn most of their income from stock awards. No more guessing about taxes, timing, or what to do next.
Your stock awards are complicated.
Your financial future doesn't have to be.
Financial planning designed for employees of publicly traded companies who earn most of their income from stock awards. No more guessing about taxes, timing, or what to do next.
Is this right for you?
Here's who we work with and the challenges they face.
We're a good fit if:
You work for a publicly traded company
You earn most of your income from stock awards
Your stock compensation feels overwhelming
Tax implications keep you up at night
You want complete financial clarity
And you're asking:
When should I exercise my options?
How do I avoid a massive tax bill?
Should I hold or sell company stock?
What happens if I leave the company?
How does this fit my retirement plan?
Is this right for you?
Here's who we work with and the challenges they face.
We're a good fit if:
You work for a publicly traded company
You earn most of your income from stock awards
Your stock compensation feels overwhelming
Tax implications keep you up at night
You want complete financial clarity
And you're asking:
When should I exercise my options?
How do I avoid a massive tax bill?
Should I hold or sell company stock?
What happens if I leave the company?
How does this fit my retirement plan?
Is this right for you?
Here's who we work with and the challenges they face.
We're a good fit if:
You work for a publicly traded company
You earn most of your income from stock awards
Your stock compensation feels overwhelming
Tax implications keep you up at night
You want complete financial clarity
And you're asking:
When should I exercise my options?
How do I avoid a massive tax bill?
Should I hold or sell company stock?
What happens if I leave the company?
How does this fit my retirement plan?
Stock compensation should Increase your wealth, not Your Stress.
But without expert guidance, that's exactly what happens.
Stock compensation should Increase your wealth, not Your Stress.
But without expert guidance, that's exactly what happens.
Stock compensation should Increase your wealth, not Your Stress.
But without expert guidance, that's exactly what happens.
What you get when We Work Together
Cash Flow Planning
We help you understand when to exercise options, when to sell shares, and how to create steady income from your stock awards.
Investment Strategy
We help you diversify your concentrated stock positions without triggering unnecessary taxes or losing upside potential.
Tax Efficiency
We help you understand the tax implications of your stock decisions so you can make informed choices.
What you get when We Work Together
Cash Flow Planning
We help you understand when to exercise options, when to sell shares, and how to create steady income from your stock awards.
Investment Strategy
We help you diversify your concentrated stock positions without triggering unnecessary taxes or losing upside potential.
Tax Efficiency
We help you understand the tax implications of your stock decisions so you can make informed choices.
What you get when We Work Together
Cash Flow Planning
We help you understand when to exercise options, when to sell shares, and how to create steady income from your stock awards.
Investment Strategy
We help you diversify your concentrated stock positions without triggering unnecessary taxes or losing upside potential.
Tax Efficiency
We help you understand the tax implications of your stock decisions so you can make informed choices.
How We Charge
We use an assets under management structure that covers financial planning designed around your stock compensation.
Clear answers to complex questions
You'll understand exactly what your stock awards mean for your financial future without the confusion.
Tax-smart decision making
Every choice considers tax implications first so you keep more of what you earn.
No surprises or hidden costs
One transparent fee covers all planning services: cash flow, investments, tax strategy, and estate planning.
Our Fee Schedule
Frist $2,000,000
Next $5,000,0000
Over $7,000,000
1.00%
0.50%
0.25%
How We Charge
We use an assets under management structure that covers financial planning designed around your stock compensation.
Clear answers to complex questions
You'll understand exactly what your stock awards mean for your financial future without the confusion.
Tax-smart decision making
Every choice considers tax implications first so you keep more of what you earn.
No surprises or hidden costs
One transparent fee covers all planning services: cash flow, investments, tax strategy, and estate planning.
Our Fee Schedule
Frist $2,000,000
Next $5,000,0000
Over $7,000,000
1.00%
0.50%
0.25%
How We Charge
We use an assets under management structure that covers financial planning designed around your stock compensation.
Clear answers to complex questions
You'll understand exactly what your stock awards mean for your financial future without the confusion.
Tax-smart decision making
Every choice considers tax implications first so you keep more of what you earn.
No surprises or hidden costs
One transparent fee covers all planning services: cash flow, investments, tax strategy, and estate planning.
Our Fee Schedule
Frist $2,000,000
Next $5,000,0000
Over $7,000,000
1.00%
0.50%
0.25%
Here's what happens when We Work Together
Every plan we create is built around your specific Needs, Goals and Priorities.
01
Needs
We ask tough questions about your current situation and what's keeping you up at night financially.
02
Goals
We identify what you want your money to help you accomplish in the next year, five years, and beyond.
03
Priorities
We create a financial strategy that puts your money where your values are and supports what matters most.
Here's what happens when We Work Together
Every plan we create is built around your specific Needs, Goals and Priorities.
01
Needs
We ask tough questions about your current situation and what's keeping you up at night financially.
02
Goals
We identify what you want your money to help you accomplish in the next year, five years, and beyond.
03
Priorities
We create a financial strategy that puts your money where your values are and supports what matters most.
Here's what happens when We Work Together
Every plan we create is built around your specific Needs, Goals and Priorities.
01
Needs
We ask tough questions about your current situation and what's keeping you up at night financially.
02
Goals
We identify what you want your money to help you accomplish in the next year, five years, and beyond.
03
Priorities
We create a financial strategy that puts your money where your values are and supports what matters most.
Frequently asked questions
In case you missed anything and had some more questions.
How much does financial planning actually cost?
Our fee starts at 1% of assets under management and decreases as your wealth grows. This covers complete financial planning including cash flow strategy, investment planning, tax efficiency guidance, and estate planning. You get ongoing access to expertise specifically focused on stock compensation, which means you're not figuring out complex equity decisions on your own.
How long does it take to create a financial plan?
It depends on your situation. Some clients have straightforward stock packages and get a complete plan within weeks. Others have complex situations that take longer. What matters more than speed is accuracy. We move quickly while making sure nothing gets missed.
What do I need to provide to get started?
The initial consultation doesn't require anything from you. We'll talk about your situation and see if there's a good fit. If we move forward together, you'll need to share financial documents so we can see your complete picture. You'll meet with us to discuss your goals and priorities. Beyond that, your job is to live your life while we handle the complexity. We're taking things off your plate, not adding to it.
How is this different from working with any other financial advisor?
Most advisors work with anyone who has money. We work exclusively with employees who earn most of their income from stock awards. Michael reads 401k plan documents for fun. He's been trading options since he was 21. When you call with questions about RSUs or ISOs, you're talking to someone who already understands them.
What if I'm not sure I have enough assets to work with you?
If you're earning income from stock compensation, you're building assets. The question isn't whether you have enough. It's whether you're handling what you have in the most tax-efficient way. We work with people at different stages of building wealth from stock awards.
Frequently asked questions
In case you missed anything and had some more questions.
How much does financial planning actually cost?
Our fee starts at 1% of assets under management and decreases as your wealth grows. This covers complete financial planning including cash flow strategy, investment planning, tax efficiency guidance, and estate planning. You get ongoing access to expertise specifically focused on stock compensation, which means you're not figuring out complex equity decisions on your own.
How long does it take to create a financial plan?
It depends on your situation. Some clients have straightforward stock packages and get a complete plan within weeks. Others have complex situations that take longer. What matters more than speed is accuracy. We move quickly while making sure nothing gets missed.
What do I need to provide to get started?
The initial consultation doesn't require anything from you. We'll talk about your situation and see if there's a good fit. If we move forward together, you'll need to share financial documents so we can see your complete picture. You'll meet with us to discuss your goals and priorities. Beyond that, your job is to live your life while we handle the complexity. We're taking things off your plate, not adding to it.
How is this different from working with any other financial advisor?
Most advisors work with anyone who has money. We work exclusively with employees who earn most of their income from stock awards. Michael reads 401k plan documents for fun. He's been trading options since he was 21. When you call with questions about RSUs or ISOs, you're talking to someone who already understands them.
What if I'm not sure I have enough assets to work with you?
If you're earning income from stock compensation, you're building assets. The question isn't whether you have enough. It's whether you're handling what you have in the most tax-efficient way. We work with people at different stages of building wealth from stock awards.
Frequently asked questions
In case you missed anything and had some more questions.
How much does financial planning actually cost?
Our fee starts at 1% of assets under management and decreases as your wealth grows. This covers complete financial planning including cash flow strategy, investment planning, tax efficiency guidance, and estate planning. You get ongoing access to expertise specifically focused on stock compensation, which means you're not figuring out complex equity decisions on your own.
How long does it take to create a financial plan?
It depends on your situation. Some clients have straightforward stock packages and get a complete plan within weeks. Others have complex situations that take longer. What matters more than speed is accuracy. We move quickly while making sure nothing gets missed.
What do I need to provide to get started?
The initial consultation doesn't require anything from you. We'll talk about your situation and see if there's a good fit. If we move forward together, you'll need to share financial documents so we can see your complete picture. You'll meet with us to discuss your goals and priorities. Beyond that, your job is to live your life while we handle the complexity. We're taking things off your plate, not adding to it.
How is this different from working with any other financial advisor?
Most advisors work with anyone who has money. We work exclusively with employees who earn most of their income from stock awards. Michael reads 401k plan documents for fun. He's been trading options since he was 21. When you call with questions about RSUs or ISOs, you're talking to someone who already understands them.
What if I'm not sure I have enough assets to work with you?
If you're earning income from stock compensation, you're building assets. The question isn't whether you have enough. It's whether you're handling what you have in the most tax-efficient way. We work with people at different stages of building wealth from stock awards.
You've earned it. Now optimize it
Turn your stock awards into a complete financial strategy.
You've earned it. Now optimize it
Turn your stock awards into a complete financial strategy.
You've earned it. Now optimize it
Turn your stock awards into a complete financial strategy.