Preparing for that eventual exit or a tender offer? We will work together to determine what to do with options now and how to optimize your current situation with the future in mind.
We clarify what happens taxwise, what to do with your stock and investments, and how to make life changes that get you closer to financial independence.
We believe that no matter what living a wealthy life means to you – maximizing your happiness begins with taking control of your financial life to grow your wealth and free up your time.
We’ve been in tech, we have spouses in tech, and now we are lucky enough to help you in your tech adventure!
We work with growing families navigating the demands of work, play, living comfortably, being present with family, giving to their community and planning for the future. Add on the fun of working in tech with stock compensation choices, bigger tax return bills, and growing stock value…it can feel overwhelming.
This is why we exist. Nothing is better for us than distilling that complicated stuff into clear plans that allow you to feel in control of your life. That’s what we wanted, so we created a firm that does.
Expertise: We are CFP®s, a CPA, and an EA. Fee-only and fiduciaries in business since 2016 and working with hundreds of families to date.
