Financial planning for Tech professionals

You’ve been building everyone else’s future. Now it’s time to design your own. Let’s create a financial plan that prioritizes your time and well-being as much as your talent.

 

YOU’VE EARNED THE EQUITY. NOW YOU DESERVE THE OPTIONALITY IT WAS MEANT TO PROVIDE.

You may be building products, leading teams, or shaping what comes next in your industry, but managing your own financial life can still feel unexpectedly overwhelming. When your compensation includes RSUs, ISOs, ESPPS, bonuses, and concentrated stock, it’s easy to look successful on paper, while feeling stretched in real life.

You’re not looking for a generic retirement lecture or one-size-fits-all advice. You’re looking for a strategy that helps you make thoughtful decisions about equity, taxes, spending, investing, and what comes next. Whether you’re considering a sabbatical, a pivot, a move to a startup, or simply want your finances to feel less reactive and more grounded, we’re here to help.

What we help with

Tech careers rarely follow a simple script. That’s why our financial plans are designed for complexity, transitions, and aligning your success with your values:

  • Equity Compensation & Liquidity Planning
    From navigating vesting cycles at firms like Apple or Google to navigating the unique compensation challenges of private companies, we help you make sense of your compensation and use it intentionally. We solve for the complexities of RSUs, ISOs, and ESPPs, so your equity works for your life, not the other way around.

  • Defining Your “Enough”
    We don’t believe financial planning is only for retiring at 65. Whether you’re eyeing a sabbatical, a career pivot, the freedom to consult on your terms, or more time with family, we help you define and reach the “enough point” where your work becomes a choice rather than a requirement.

  • Tax-Aware Wealth Building
    When equity compensation is a major part of your financial life, taxes can shape almost every decision. We help you think proactively about withholding, AMT exposure, capital gains, charitable strategies, and diversification, so you can keep more of what you’ve built and avoid preventable surprises.

  • Values-Aligned Investing
    Your financial life doesn’t exist separately from your values. We help you align your investments with the impact you want your wealth to have.

 

questions we often hear from tech innovators

 

  • Why do I still owe so much every April even though my company already withheld taxes from my vests?

  • When will I be able to afford to safely step away from the ‘golden handcuffs’ and take a sabbatical or make a career pivot?

  • My company stock has done incredibly well. How do I reduce concentration risk without guilt or a massive tax bill?

  • If I leave for my company, what happens to my unvested shares, options, or exercise window?

  • Am I handling my RSUs, ESPPs, or stock options correctly, or am I making expensive mistakes without realizing it?

  • How do I diversify my wealth while staying aligned with my values?

  • I know how to solve complex problems at work, but my own finances are a mess. How do I get organized and on-track?

If these sound familiar, you’re in the right place.

 
 

LET’S BUILD A FINANCIAL LIFE THAT GIVES YOU MORE OPTIONS.

 

We’re here to help you turn your complex compensation into a thoughtful strategy that supports the life you actually want to live.