SERVICES

Financial Services Tailored for Equity

What to expect when you work with us

Many financial planners start with the numbers in your accounts.
We start by listening to get a deep understanding of your personal and professional aspirations.
Once we’ve identified what you truly want,

We create a tailored financial plan to:

  • Negotiate a new role
    We coach you to step into your new position not only with the right compensation but with a clear financial plan.
  • Plan for rapid career moves
    Whether you’re leveling up within the industry or considering a leap from a corporate job to a consulting gig, we tailor your financial plan to pivot when you do.
  • Mitigate investment risks
    We focus on reducing your exposure to high-risk stocks, balancing your investment strategy toward long-term financial stability.
  • Minimize tax liabilities
    To increase your disposable income and allow you more financial freedom to enjoy your lifestyle.
Want a plan to replace your paycheck and plan for financial freedom?
Click here to schedule a call
Do you hold investments outside of your current employer?
Click to learn more

What if I’m not ready to schedule a call?

Download our FREE “Tech Equity Blueprint: Transform Your Equity into Lasting Wealth”

Get my Free Blueprint