Financial Planning & Advice that's as dynamic as you are.
More than traditional wealth management.
Equity compensation, alternative investments, and generational wealth — planned together.
RSUs
Vesting schedules, tax timing, and when to hold or sell.
Stock Options
ISOs and NSOs — exercising without a surprise tax bill.
Liquidity Events
A plan for the moment your equity actually becomes cash.
Market-High Investing
What to do with new money when markets feel stretched.
Alternative Investments
Real estate, private equity, and assets outside the public markets.
Inheritance & Estate Planning
Managing what's been passed to you, and what you'll pass on.
Planning that moves as fast as your life does.
A clear, adaptable plan built around your actual income and goals — revisited as your life changes, not once a year.
Two ways to work together.
Full-Service Clients (Most Popular)
You want to hand off the financial work entirely and have a team manage it for you, start to finish.
$2,000 minimum, or 1% of assets under management — whichever is greater.
Scales down after $1M under management.
- Life planning
- College savings
- Risk management
- Debt payoff plan
- Cash flow planning
- Retirement strategy
- Investment management
- Company benefit planning
- Tax-advantaged investing
- Tax & estate planning
- Equity compensation planning
- Quarterly meetings with your advisor
DIY Investors
You manage your own investments but want expert help navigating equity comp and the bigger planning decisions. This is a longer, education-first process built to help you actually understand how to do it yourself.
Starts at $5,000/year. Increases with added complexity.
- One-time comprehensive financial plan
- Full education on RSUs, stock options & equity comp mechanics
- A framework for building and managing your own portfolio
- Liquidity event and tax-timing decision tools
- Built session-by-session, not just handed to you as a document
- Follow-up session to review your progress
See a sample financial plan first.
Get a real example of what a plan looks like before you commit to anything.
Get the Sample Plan