Financial advice for tech employees who want to make it count.
You've landed the job. Now let's make sure the money actually works out.
OUR SPECIALTY
OUR SPECIALTY
What We Do
What We Do
Between your base salary, your equity, your benefits package and whatever the market is doing this week — your financial life is genuinely complex. Most people in tech are earning well and still feel like they're one bad decision away from leaving a lot on the table. We help you understand what you actually have, make smart moves with it, and build something that lasts well beyond your current role.
Between your base salary, your equity, your benefits package and whatever the market is doing this week — your financial life is genuinely complex. Most people in tech are earning well and still feel like they're one bad decision away from leaving a lot on the table. We help you understand what you actually have, make smart moves with it, and build something that lasts well beyond your current role.
OUR SERVICES
What We Can Help With
What We Can Help With
1
RSU & Stock Option Planning
2
Equity Compensation Tax Strategy
3
Company Concentration Risk
4
Layoff & Career Transition Buffer
5
High-Income Savings Maximization
6
Life After the Big Exit
1
RSU & Stock Option Planning
Every vesting date is a decision and most people make it without a real plan. Whether you're sitting on RSUs, ISOs or NSOs, we help you figure out when to hold, when to sell and how to do it in a way that doesn't hand half of it to the IRS. The timing matters more than most people realize, and we stay on top of it with you.
2
Equity Compensation Tax Strategy
A big vesting event can mean a surprisingly large tax bill if you're not ready for it. We work alongside your CPA to plan around your equity, from AMT exposure on incentive options to withholding gaps on RSUs, so you're not caught off guard in April when it's already too late to do anything about it.
3
Company Concentration Risk
It feels different when it's your company's stock. You believe in it, you've seen it grow, and selling feels like giving up on something. But having most of your net worth tied to a single employer is real risk, and it's worth taking seriously. We help you think through how to diversify gradually and intentionally without feeling like you're walking away from the upside.
4
Layoff & Career Transition Buffer
Tech moves fast and job security isn't what it used to be. Whether you're thinking about leaving, got caught in a round of cuts, or just want to know you could walk away if you needed to, we help you build the kind of financial cushion that buys you real options. That means knowing your numbers, protecting your runway and making sure you're not forced into a bad decision at the wrong moment.
5
High-Income Savings Maximization
You're earning good money, but between taxes and lifestyle creep, it can feel like it disappears faster than it should. We help you find every savings lever available such as 401(k), mega backdoor Roth, HSA, and deferred comp and make sure you're actually using them. Most people leave significant tax-advantaged space on the table simply because no one walked them through it.
6
Life After the Big Exit
If you're approaching an IPO, an acquisition or just a major liquidity event that moment you've been working toward can get overwhelming fast. Suddenly there are lawyers, bankers, tax implications and family opinions all at once. We help you slow it down, think clearly and make decisions you'll still feel good about five years later.
OUR PHILOSOPHY
Why Choose Us?
Why Choose Us?
Clarity Over Complexity
Clarity Over Complexity
You're smart, you've done the work, and you're not looking for someone to talk down to you. What you actually want is someone who understands the world you're operating in, the equity complexity, the career volatility, the pressure to make the right call, and gives you honest, clear guidance without the sales pitch. That's what we're here for. No fluff, no jargon, no generic advice dressed up to sound personalized. Just real help, when it matters.
You're smart, you've done the work, and you're not looking for someone to talk down to you. What you actually want is someone who understands the world you're operating in, the equity complexity, the career volatility, the pressure to make the right call, and gives you honest, clear guidance without the sales pitch. That's what we're here for. No fluff, no jargon, no generic advice dressed up to sound personalized. Just real help, when it matters.
EXEPRIENCE
20+ YEARS
CLIENTS
500+
CERTIFICATIONS
CFP®, JD, EA
LEGAL DUTY
FIDUCIARY
EXPERIENCE
20+ YEARS
CLIENTS
500+
CERTIFICATION
CFP®, JD, EA
LEGAL DUTY
FIDUCIARY
Let's Talk
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2801 E Camelback Rd,
Suite 202
Phoenix, AZ 85016
25 S Arizona Pl
5th Floor,
Chandler, AZ 85225
3655 Torrance Blvd
3rd floor,
Torrance, CA 90503
Let's Talk
See how we can help you live your best life in retirement
Subscribe to our Newsletter
Get real financial advice and real talk in your inbox every week just to help you figure things out.
2801 E Camelback Rd,
Suite 202
Phoenix, AZ 85016
25 S Arizona Pl
5th Floor,
Chandler, AZ 85225
3655 Torrance Blvd
3rd floor,
Torrance, CA 90503
Let's Talk
See how we can help you live your best life in retirement
Subscribe to our Newsletter
Get real financial advice and real talk in your inbox every week just to help you figure things out.
2801 E Camelback Rd,
Suite 202
Phoenix, AZ 85016
25 S Arizona Pl
5th Floor,
Chandler, AZ 85225
3655 Torrance Blvd
3rd floor,
Torrance, CA 90503