Equity-Compensated Professionals
Whether you work at an early-stage startup or at big tech, we’re here to help you make the most out of your money. With deep expertise in equity compensation, we’ll develop and maintain a strategic plan that integrates risk mitigation strategies, taxation, systemic diversification strategies, and more.
How We Can Help
Balance the tradeoff between living well today, paying down debt, and investing for the future.
Full analysis and gameplan for your equity compensation plan (ISOs, NSOs, ESPP, RSUs)
Rent vs Buy decisions.
Help you budget and save for upcoming big expenses & goals.
Analyzing and optimizing your employer benefits.
Strategies to optimize your tax liabilities. (We even prep and file your personal taxes at no additional cost!)
Evidence-based investing that fits your goals and time horizon.