Wealth Management Built for Tech Professionals
A Smarter Approach to Managing Your Wealth
Managing wealth as a tech professional requires more than just investments. From taxes to stock compensation and long-term planning, we help you turn complexity into a clear strategy.
Optimize Stock Compensation
Investment Management & Taxes
Insurance, Estate Planning, Budgeting and Beyond
How We Work With New Clients
1
Clarity Call (60 Min)
We’ll map out your financial concerns, stock compensation, and biggest questions.
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By the end, we'll begin building out your free 'Are You On Track' Snapshot.
This call is zero commitment and zero cost to you.
2
Financial Snapshot & Strategy Session
We’ll break down your 'Are You On Track' Snapshot, showing where you stand and identifying quick wins.
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You’ll leave with clarity on next steps and whether you want to work with us or not.
This is also zero commitment and zero cost to you.
3
Choose Plan & Onboard
If you’re ready to move forward, we’ll create a custom action plan and start implementing strategies to turn your stock comp into wealth, cut taxes, and build the life you want.
Packages & Pricing
Flat fees starting at $3k per year - Not based on how much money you have.​​
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We know needs differ, so we offer three options designed around our comprehensive planning philosophy:
Plan Details
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Option #1: Premier
Wealth Planning
Option #2: Comprehensive Financial Planning
Option #3: Financial Wellness
Designed For
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Clients seeking an all-encompassing, highly customized financial advisory arrangement
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Best for high-net-worth clients with highly complex financial profiles, particularly those with significant equity compensation.
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$12,000 per year
Designed For
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Clients seeking an all-encompassing financial advisory arrangement
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Best for those with a moderately complex financial profile
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$8,000 per year
Designed For
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Clients earlier in their careers or with standard planning needs
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Best for those with a less complex financial profile
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$4,000 per year
What is Included
Cash Flow/Debt Management Planning
Option 1
Option 2
Option 3
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Budgeting/Cash Flow
Debt Planning
Option 1
Option 2
Option 3
Equity Compensation
& Tax Planning
Retirement Income
Basic Equity Compensation(1)
Intermediate Equity Compensation(1)
Advanced Equity Compensation(1)
Intermediate Tax(1)
Advanced Tax(1)
Option 1
Option 2
Option 3
Retirement/Investments
/College Planning
Future College Goals
Insurance/Estate Planning
Option 1
Option 2
Option 3
Advanced Insurance(1)
Basic Estate(1)
Intermediate Estate(1)
Advanced Estate(1)
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Option 1
Option 2
Option 3
Additional Value-Add
Empolyee Benefits Review
Charitable Giving
Tools and Resources
Comprehensive Financial Plan
Equity Scenario Analysis
and Projections
This document is for illustrative purposes. If your situation falls outside the scope of what is outlined above, additional fees may be applicable. Your fee agreement will be reflected in your Client Agreement. Fees will be reassessed annually and with any changes to the scope of the engagement agreed upon.
Project-Based Financial Plan
Each package above offered as a one-time plan option
Option #1: Premier
Wealth Planning
•4-month engagement
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•Includes premier wealth plan covering all key areas above (excludes accounting services)
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•Detailed implementation steps, including investment plan (client responsible for implementation)​​​
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• Follow-up support to answer questions and assist with implementation
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•Cost: $10,000 (50% upfront/50% end)
Option #2: Comprehensive Financial Planning
• 4-month engagement
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•Includes comprehensive financial plan covering all key areas above (excludes accounting services)
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•Detailed implementation steps, including investment plan (client responsible for implementation)​
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•Follow-up support to answer questions and assist with implementation​​
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•Cost: $6,000 (50% upfront/50% end)
Option #3: Financial Wellness
• 4-month engagement
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•Includes a financial wellness plan covering all key areas above (excludes accounting services)
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•Detailed implementation steps, including investment plan (client responsible for implementation)​
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•Follow-up support to answer questions and assist with implementation
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•Cost: $3,000 (50% upfront/50% end)