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Equity-Compensated Professionals

Stand Up Meeting

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

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Balance the tradeoff between living well today, paying down debt, and investing for the future.

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Full analysis and gameplan for your equity compensation plan (ISOs, NSOs, ESPP, RSUs)

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Rent vs Buy decisions.

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Help you budget and save for upcoming big expenses & goals.

Analyzing and optimizing your employer benefits.

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Strategies to optimize your tax liabilities. (We even prep and file your personal taxes at no additional cost!)

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Evidence-based investing that fits your goals and time horizon.

We've helped clients understand their equity at these companies (and more)

Ready To Take The Next Step?

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