SPECIALIZED ADVICE
We're Experts in Stock Comp
We've helped clients make better decisions with their stock options and RSUs at these companies (and many more)
STOCK COMP PLANNING EXPERIENCE
> $500 million
We've advised clients on more than $500 million of equity. You name it; we've helped clients navigate it
25+
Company Liquidity Event Plans
100+
Option Exercise Analyses
100+
Stock Comp Tax Optimization Plans
15+
Job Change Negotiation Strategies
WHAT WE DO
Financial Advice Custom-Designed For Technology Professionals
HOLISTIC FINANCIAL PLANNING
Prioritized To Your Needs
Comprehensive By Design
As a tech professional with equity comp, you have unique financial planning needs. Your holistic financial plan covers the key aspects of your financial life, incorporating your equity comp into everything we analyze (tax strategy, investment portfolio, retirement plan, and more)!
PRIMARY CLIENT NEEDS/FOCUSES
ADDITIONAL PLANNING FOCUSES
Retirement Plan & Forecast
Insurance & Risk Management
Estate Planning
Income/Spending/Savings Analysis
Education Planning (K-12 & College)
Debt Management & Optimization
Employee Benefits
Equity Comp Analysis & Plan
Investment Portfolio Management
Tax Optimization Strategy
Financial Goals & Values
Plan for an IPO
Exercise ISOs & Optimize for AMT
QSBS Tax Exclusion Strategy/Plan+
Creating a Tax Smart Sellling Plan Post-IPO
Changing Jobs (Negotiation + Stock-Comp)
Navigate Your Company Being Acquired
And So Much More...
WE HELP OUR CLIENTS
STOCK COMP ADVICE & STRATEGY
Make Better Decisions
Seed-Stage to Public Co.
Whether your company is seed-stage or publicly traded, we help you understand the key decision(s) you need to make, analyze each path, and decide upon a plan that fits your goals.
INVESTMENT MANAGEMENT
Custom Designed
Inclusive of Equity Comp
You have significant wealth at an early age, lots of value in stock options/RSUs, and potentially angel, real estate, or PE/VC investments. That's unique, and you need an investment portfolio custom-built to flex around those elements. We got you!
CUSTOM PORTFOLIO CONSIDERATIONS
Potentially Adjust Sector Exposure (Stock Comp)
Potentially Reduce Public Equity Allocation (Stock Comp)
Allocate To Alternatives (Target Improved Risk/Reward)
Update PE/VC Allocation (Existing Angel Investments)
Update Private Real Estate Allocation (Own Directly)
STOCK COMP KNOWLEDGE BASE
You've Got Questions; We've Got Answers
If you're looking to learn more about your stock comp, our knowledge base is the resource you've been searching for!
✔ Personalized article recommendations
✔ 150+ articles; beginner to expert-level
✔ 100+ examples/flow-charts
What happens to my stock options when my company is acquired?
Should I exercise my stock options?
How can I lower my tax bill on my options/RSUs?
Should I participate in my company ESPP?
What should I negotiate with my new employer?
My company IPO'd! Should I sell? What about taxes?
How much is my pre-IPO company worth?
Most Frequently Read Articles
Liquidity Event Planning
If your company is going to IPO, get acquired, or have a tender offer -- there is a lot to consider and decide upon. Know what to expect + the key decisions you'll need to make. Read Article >>
50+ Stock Comp Tax Strategies
No one wants to pay Uncle Sam (or California) more than they have to. Find out how to make tax-smart decisions with your options, RSUs, and equity. Read Article >>
Changing Jobs & Negotiation
Changing jobs in tech involves many key decisions. This is what you need to know regarding (1) your stock comp; (2) strategically choosing a new employer, and (3) negotiating! Read Article >>
Exercising ISOs and AMT
The Alternative Minimum Tax (”AMT”) is confusing, and can result in a large tax bill when ISOs are exercised. Smart planning can go a long way though; here’s what you should know! Read Article >>