Employees with RSUs and stock options should be work-optional by their 50s.
Most won't be.
That's the problem we solve.
✓ RSU and stock option strategies
✓ Stop overpaying on taxes
✓ Offload the time-consuming
tasks you dread doing (read more)
✓ Make the high-stakes, irreversible
decisions with confidence
Flat Fee Planning and Investment Management:
Starting at $7,000 (No % Fees)
Guiding Employees At
FEATURED IN
Your career keeps you busy.
Your finances shouldn't be a second job.
Vests, taxes, investment accounts, insurance, estate documents. Every piece connects to everything else, and all of it keeps moving whether you're paying attention or not. Most professionals with employer equity are earning well and still flying blind on the decisions that matter most.
We track what changes, run the numbers, and bring you the decision. Not the homework.
Whether you're building toward early retirement or already there, we work with clients at both stages. Based in Austin, TX and serving clients nationwide.
If you have company stock or a new equity offer, let’s make the
right move.
Some questions you may have:
(click links for more)
​
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What happens to my stock options in an acquisition, and how do I reduce taxes?
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​When do I exercise stock options (ISOs vs. NSOs) vs. wait?
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​Should I sell my RSUs when they vest or hold onto them?
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How do I get the most out of my company's ESPP?
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How do I diversify concentrated stock without a massive tax bill?
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How do I prepare for and maximize my company’s upcoming IPO?
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​Should I file an 83(b) election on early-exercised options?
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How do I avoid AMT (Alternative Minimum Tax)?
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Do my shares qualify for 0% tax rates via qualified small business stock (QSBS) laws?​
If you’re mid-career with a busy life, let’s get organized and
tax-smart.
Some questions you may have:
(click links for more)
​
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Are we using the right accounts: 401(k), IRA, Roth, HSA, taxable brokerage?
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Should we use the backdoor Roth or mega backdoor Roth, and how do you do it?
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How much will asset location and holding the right assets in the right accounts help?
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How do we lower taxes and avoid penalties from RSUs?
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Do we have the right insurance coverages?
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​How do we fund college (529 plan, etc.) without derailing retirement?​
If you're in your
40s or 50s,
let’s make
early retirement real.
Some questions you may have:
(click links for more)
​
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How can I harvest capital gains in the 0% tax bracket during retirement?
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​What are the best ideas and worst mistakes to make with Roth conversions?
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When should we claim Social Security for maximum lifetime value?
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How do we access retirement funds early (Pre-59.5) without penalty?
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​How do retirement spending guardrails work and why the 4% rule is dangerous for early retirees?
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