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Schedule A Simplicity Session
A 3-step process to get clarity on your equity and finances.
We do our best work with ambitious people who are…
Looking for ongoing support and guidance
Compensated with stock options or restricted stock
Working at a Tech company
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Earning $200k+ per year salary
Plus equity
We may not be a good fit if:
You earn less than $200k/year
You are looking for one-time advice
You want only individual stocks
How it Works
Step 1
45-Minute Simplicity Session with our CEO
This is a 45-min phone call with Christine to learn about your financial situation. We’ll get to know you, where you are now, and where you want to go. The more we understand how you think, the better advice we’ll be able to give you.
If we mutually believe we’ll be a good fit, we may request some additional info from you to conduct a more thorough analysis
If we’re not a good fit — no worries! We’ll point you to someone who may be able to help.
Step 2
1-Hour Strategy Preview
We’ll give you a preview of what it’s like to work together and answer any questions you may have. We also show you a clear overview of your financial health and an action plan to help you make smart decisions and achieve your goals.
Step 3
Space to think about it
Last, we will give you the space to think it over. We know it’s a big decision. If you decide that we aren’t a good fit, we will happily point you in the right direction.
