Stock options, smart investments, and tax strategy for tech professionals & founders.
First, surprise tax bills. Then, hundreds of thousands in your checking account, shares piling up in a brokerage account. You’re too busy to keep track, and now you’re wondering if you’re missing out on opportunities because you haven’t set a plan in motion yet. The clock is ticking.
Should you sell now or hold on for a bit longer? Why does your tax bill seem to keep growing? Figuring out your stock options can feel like a game of financial whack-a-mole—one decision leads to another, and it’s hard to tell if you’re making the right moves or just making it worse.
The first time you’re hit with a giant tax bill is a wake-up call. Maybe it’s from stock options you forgot about, or maybe you didn’t realize the income from your new RSUs was taxable right away. Whatever the cause, the pain is the same.
We help you cut through the noise and focus on what really matters. Whether it’s buying a new house, investing in real estate, or starting a family, we create a clear financial roadmap so you can stop worrying about what’s next.
We create a tailored investment plan that reduces risk and positions your wealth for long-term growth—so you don’t have to worry about those gut-wrenching moments when the market turns. No more shooting in the dark or second-guessing your decisions.
Tax surprises, mismatched 1099s, or paying too much on your stock options? We help by fixing past mistakes, guiding you on when to sell or hold your equity, and making sure your tax payments match your actual income.
Every process starts with a whiteboard session. We’ll scribble out all the possibilities—no idea is too wild—and then create a plan that matches your financial goals. We won’t just tell you what to do; we’ll work with you to make sure every decision fits your big picture.
Your financial goals are unique, and so is the strategy to get you there. We don’t use cookie-cutter solutions. We tailor everything to fit your situation—whether you’re navigating stock options, planning for retirement, or scaling up your tech business.
For more than 30 years, we’ve helped tech professionals and founders make smart financial choices. Whether it’s managing stock options, planning for taxes, or setting long-term goals, we’ve guided people through it all—without the jargon.
We guide you through the complexities of equity, stock options, and tax planning, so you can keep more of what you earn.
We help you navigate the complexities of IPOs, selling your business, and planning for the financial future you’ve worked hard to build.
We make sure you’re on the same page, so you can focus on your goals—whether that’s saving for a home, retirement, or your kids’ future.
Picture yourself three years from now—still stuck in financial paralysis or confidently enjoying your future? Let’s work together to get you to the second one. Book an introductory call to see how we can help.
595 Market Street
10th Floor
San Francisco, CA 94105
