Ready to change your financial life? We are.
Tax-smart financial planning for tech professionals and people going through life transitions.
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Are you wondering...
- When will I retire? CAN I retire?
- Should I pay off my mortgage with my 401(k)?
- Can I lower my taxes?
- When should I start Social Security?
- Which Medicare plan is best for me?
- If I died, would my spouse have enough money?
Financial planning can answer these questions and so much more
What is financial planning and why is it important?
If you don’t have a plan, you’re winging it. Trial-and-error is a terrible way to manage your money.
Financial planning can show you how your choices today—like how much you save, how you invest, when you retire, your tax strategy, etc.—might affect your future.
Do any of these sound like you?
- You’ve recently gone through a life transition (job change, empty nest, inheritance, loss, marriage, etc.).
- You’re 5 to 15 years from retirement and wondering what to do now.
- You’re serious about saving (or starting to save).
- You have $500,000 or more in investments.
- You have $250,000 or more in household income.
- You work for a tech company or in a technical role.
- You have equity compensation at work (RSUs, ISOs, ESPP).
If ANY of the above bullet points are true, we might be a good fit.
How does it work?
Meet
We’ll start with a conversation to see if we’re a good fit. No pressure, no cost.
Plan
If we move forward, we’ll create a personalized roadmap to help you shape the future you want.
Implement
Together, we’ll put your plan into action and check in regularly to keep things on track.
Caring about people isn’t a sales strategy—it’s who we are.
You need someone you trust…someone you’re comfortable opening up to, who understands you, and knows what matters. We’re passionate about helping people and giving advice. Any advisor can pick investments. We believe we're different because we focus on seeing the big picture, avoiding the pitfalls ahead, and (most importantly) making sure you ask the right financial questions.
The right guidance can change everything—let’s get started.
