Current Clients: Click Here To Schedule An Appointment

We Do Our Best Work With:

Disclosure: while we may have experience working with employees of these companies, in no way are we affiliated with these organizations nor are we endorsed as preferred partners. Including these logos doesn’t prove any level of skill at all; only that our experts have worked with professionals from these organizations and have experience with their employee benefits, equity compensation, and more.

Most of our clients can be described as having…

Your Free Financial Assessment

A 3-step process showing how you can lower taxes + uncover hidden wealth-building opportunities.

Step #1:

Schedule 20-Minute Call

Take just 20 minutes of your time to ensure that our expertise aligns perfectly with your unique situation. It’s like finding the right specialist for your specific needs—after all, you wouldn’t consult a cardiologist for foot surgery!

Step #2

Discovery Meeting

Similar to a doctor, we believe in diagnosing before prescribing. In this crucial 1-hour meeting, either in-person or virtually, our team will gain deep insights into your financial goals, needs, and concerns. This clarity will lay the foundation for personalized solutions.

Step #3

Review Assessment

After completing your comprehensive Financial Assessment, we will invite you to another 1-hour meeting to discuss our findings and recommendations. Using plain English, we’ll guide you through practical strategies to optimize your equity compensation, investments, and tax reductions. Together, we’ll build a plan that empowers you to make work optional.

Think About It!

At the end of this process, we simply ask you to think about it. We prioritize forging long-term relationships over quick transactions. If you feel we’re not the perfect fit, we’re more than happy to assist you in finding another professional with the right expertise. We never resort to hard-selling or apply pressure to say “yes.”

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We only accept 5 new clients per month as the work we do as we get started is substantial.

Click on the chart below to schedule, now.