WHAT'S INCLUDED
A plan that covers every part of your financial life
Equity Compensation Strategy
RSU sell decisions, ISO exercise timing, AMT planning, and ESPP optimization — built around your specific grants.
Tax Planning
Coordinated with our own in-house tax preparation, not a once-a-year conversation with a CPA who's catching up.
Cash Flow & Debt
Built for a compensation structure that isn't just a steady paycheck — vesting, bonuses, and everything in between.
Retirement Readiness
A clear answer on how many years you actually are from retirement, and what moves that date closer.
Risk Management
Insurance and coverage gaps, reviewed as your life and equity situation change — not set once and forgotten.
Estate Basics
Foundational estate planning, coordinated with Leslie's estate planning specialty as your needs grow more complex.
HOW IT WORKS
A Five-step process, start to finish
Discovery
Analysis
Plan
Implementation
Ongoing Care
An honest look at where you stand today, no obligation.
We map your equity, tax exposure, and goals into one picture
A written strategy for equity, tax, and investment decisions
We put the plan into action alongside you
Check-ins timed to your vesting and exercise events, not just the calendar
WHY THIS, NOT A GENERIC PLAN
Built for the complexity you actually have
Built Around Equity Compensation
Most financial plans treat RSUs and ISOs as a footnote — a number to plug into a spreadsheet once a year. We build the plan around them from day one, because for most of our clients, equity isn't a side detail. It's most of the financial picture.
Tax Prep, In-House
Your return is prepared and filed by our own team through AG Tax Advisors — not "coordinated" with an outside CPA who sees your equity strategy once a year, at tax time, after the decisions have already been made.
See it in action: an equity-comp client →
See it in action: planning early retirement →