Income Planning
Your income doesn't arrive the same way every month — commissions, bonuses, and vesting events all land differently. We build a plan around how you actually get paid, not a generic paycheck.
- Bonus and commission deployment strategy
- Cash flow planning across high and low-earning months
- Lifestyle budgeting that scales with variable income
- Family financial support and gifting framework
- Bill pay and household cash management
Tax Planning
Taxes are usually the single largest expense of your career. Most high earners overpay simply because no one is planning ahead of the deadline — we are.
- RSU, ISO, and ESPP tax strategy
- AMT exposure and exercise timing
- Backdoor and mega backdoor Roth strategy
- Tax-loss harvesting and tax-aware rebalancing
- Charitable giving and timing
Risk Management
One health issue, one lawsuit, one bad year can undo a decade of progress. We make sure that doesn't happen.
- Disability insurance review and structuring
- Life insurance for income replacement
- Umbrella and personal liability coverage
- Company benefits coordination and optimization
- Privacy, identity, and asset protection
Estate Planning
You built it fast. We make sure it lasts — and that the people you love are protected, no matter what.
- Trust design and wealth transfer strategy
- Generational planning for kids and family
- Beneficiary and asset titling review
- Philanthropy and charitable structures
- Coordination with estate attorneys
Investment Management
Your portfolio should be dynamic, not a generic model. We build it that way with public and private market investments.
- Public market portfolio management
- Concentration risk and company stock diversification
- Private investments and alternative access
- Real estate strategy and acquisition support
- Tax-aware portfolio construction
Wealth Coordination
The work that doesn't fit in a single box — coordinated by us, so nothing falls through the cracks.
- CPA and attorney coordination
- Career and equity transition planning
- Business and side-venture oversight
- Concierge support for day-to-day decisions
- Annual financial leadership for your household