Wealth Management Built for Employees with Stock Compensation
A Smarter Approach to Managing Your Wealth
Managing wealth as a professional goes far beyond picking investments. From taxes and employer stock to long-term investing, we help turn complexity into a clear, actionable strategy.
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Our work is centered on high-impact financial decisions.
Optimize Stock Compensation
Investment Management & Taxes
Insurance, Estate Planning, Budgeting and Beyond
A Flat-Fee Approach Built for The Modern Era
We work on a flat-fee basis, based on the complexity of your situation, not the size of your investment accounts.
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This keeps us focused on executing our strategy, not on how many of your assets we can gather. And it makes your costs predictable as your wealth grows.
How We Help You Decide If Working Together Makes Sense
1
Exploratory
Clarity Call
We’ll walk through your current situation, focusing on employer stock, taxes, and the financial decisions that feel most unclear or high-stakes right now.
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​This is not a sales call. It’s a working session to understand whether there’s enough complexity and leverage to justify going deeper.
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By the end, we’ll align on whether creating a free 'Are You On Track' Snapshot would be a useful next step.
This call is zero commitment and zero cost to you.
2
Financial Snapshot & Strategy Session
The Are You On Track Snapshot is a concise, personalized financial overview designed to add value even if we never work together beyond that.
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We’ll show you where you stand today, highlight the biggest planning opportunities, and identify the decisions that matter most over the next few years.
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​You’ll leave with clarity on next steps and a realistic sense of what working together would look like.
This is also zero commitment and zero cost to you.
3
Choose Plan & Onboard
If, after the Snapshot meeting it makes sense to move forward, we’ll outline the appropriate planning scope and fee based on your complexity.
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At that point, you can decide whether to engage us for ongoing planning and implementation.
Most people start with the Are You On Track Snapshot to get clarity and decide whether ongoing planning makes sense.
To see what an ongoing planning relationship looks like in practice, you can review sample client plans below.
Guiding Employees At:
Packages & Pricing
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We know needs differ, so we offer three options designed around our comprehensive planning + investment managment philosophy:
Plan Details
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Option #1: Premier
Wealth Planning
Option #2: Comprehensive Wealth Planning
Option #3: Core Wealth Planning
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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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$12,500 per year
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Best for clients with a moderately complex financial profile
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$8,500 per year
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Best for clients earlier in their careers, but with a financial profile growing in complexity
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$6,500 per year
*We review your complexity annually. For example, clients may begin with Premier Wealth Planning to navigate initial complexities, then transition to Comprehensive Wealth Planning once their financial foundation is established and simplified.
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
Standard 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)
Standard Estate(1)
Advanced Estate(1)
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Option 1
Option 2
Option 3
Additional Value-Add
Empolyee Benefits Review
Charitable Giving
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 Plans
Each package offered as a one-time plan option
Option #1: Premier
Wealth Planning
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6-month engagement​
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Includes premier wealth plan strategies covering categories 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: $12,500 (50% upfront/50% end)
Option #2: Comprehensive Wealth Planning
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6-month engagement​
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Includes comprehensive wealth plan strategies covering categories 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: $8,500 (50% upfront/50% end)
Option #3: Core Wealth Planning
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6-month engagement
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​Includes core wealth plan strategies covering categories 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: $6,500 (50% upfront/50% end)