You’re closing the biggest quarters of your career. But you feel like your finances are happening to you (not working for you).

Most of our clients aren’t sure yet, which is the point. We price out the move so you can decide based on what it actually costs, not how you feel about it. You don’t need a made-up mind to start.

It’s most of why people come to us. Concentrated positions, vesting schedules, ISOs versus NSOs, 409A versus public prices, the tax timing on exercises and sales: that’s exactly the complexity we’re built for.

This comes up all the time. You usually don’t have to sell everything at once. The better approach is a tax-aware exit across your lots and gains, spread out over time. There are also less obvious options, like a 351 exchange that lets you diversify without triggering the tax bill.

Yes. Lumpy, quota-driven income is normal for our clients, not unusual. We plan against your whole range rather than a flat salary: how much of a big year to set aside, what to do in a soft one, and how to keep spending steady while the paychecks swing.

It’s one of the highest-stakes calls you’ll make, and it turns on AMT, your cash on hand, the spread, and how much risk you want sitting in one company. We model the scenarios so you can see the trade-offs in dollars before the window closes.

Often, yes. RSUs are taxed as income when they vest, and the default withholding usually isn’t enough, so April brings a bill you didn’t see coming. We make sure your withholding and estimated payments are set right, so vesting season doesn’t turn into a scramble.

Yes, with clear eyes about what’s knowable. We start from a sober valuation, weigh it against the rest of your picture so you’re not betting the house on one outcome, and get you ready for the events that reward preparation: tender offers, secondaries, an IPO.

That’s one of the main questions we help people answer. We define the number that funds your life with margin to spare, then show how much runway you actually have. Once it’s on paper, “can I afford to bet on myself?” gets a lot easier to answer.

We’re a fee-only firm, so our only pay comes from clients, never commissions or product kickbacks. For ongoing planning we charge a fee based on assets with a $7,500 minimum. It’s not cheap, but we’re firm believers of the idea that you get what you pay for. For one-time plans, the range is $4,000 – $6,000. Details are in our ADV (linked in the footer).

Yes. As a Registered Investment Advisor, we’re legally required to act in your best interest at all times. Our recommendations follow what’s right for you, not what pays us a commission.

Yes. Plenty of sellers want to run their own portfolio but need the planning, equity, and tax strategy handled around it. Investment management is one piece of what we do, and we can set it up that way.

This is the spot a lot of plans skip over. High-yield cash fits next year and aggressive equities fit retirement, but a house four or five years out is neither. We build for that middle timeline: what stays in the market, what to ladder, and how to protect it from a downturn the year before you buy.

Client assets sit at a third-party custodian, currently Altruist. We never take custody of your money, and you have direct access to your accounts at all times.

Someone early in their career with a simple balance sheet doesn’t need us yet. Neither does someone who only wants stock picks, has no interest in an ongoing relationship, or is shopping purely on price. If you’re facing a big, uncertain decision, that’s a different story, and that’s where we help.