Our Process
The 4D Tech Wealth Blueprint
A proven process for helping tech professionals maximize their equity compensation and build lasting wealth.
— The Blueprint
Discuss
A collaborative conversation focused on your goals, financial profile, and pain points.
- In-depth conversations regarding financial goals and values
- Comprehensive financial data gathering
- Review equity comp holdings and key details
Design
Architect strategic paths for your finances, equity comp, tax strategy, and investments.
- Model potential paths for your financial future
- Detailed equity comp optimization model
- Tax projections and scenario analyses
Decide
Review possibilities and finalize your custom financial roadmap.
- Co-review scenarios and pros/cons
- Prioritize decisions based on risks, financials, and your goals
- Align upon your custom plan and actions
Deliver
Jointly tackle all recomended action items to implement your plan.
- 30/40 tackles everything we can do independently
- Guidance and reminders for items you need to do
- Advice and support when handling your equity comp actions
— And then, forever
Optimize — your plan evolves with you
Done-for-you updates & monitoring · Bi-annual review meetings · Ongoing communication for key events and actions.
— Why It Works
What Makes Our Process Different
The 4D Tech Wealth Blueprint is specifically designed for tech professionals with equity compensation.
Tech Industry Expertise
From startup equity to IPO planning, we know the tech industry's financial terrain.
Equity Compensation Focus
Built around optimizing your stock options, RSUs, and other equity comp.
Comprehensive Plan & Advice
Goals, cash flow, retirement, insurance, estate, debt, and investments — one cohesive plan.
Strategic Tax Planning
Tax efficiency in every recommendation, backed by detailed projections and scenarios.
Regret Minimization Framework
Make confident equity decisions that align with your long-term goals.
Implementation-Focused
We don't just recommend — we help implement, with clear steps and ongoing support.
— Pricing
Pricing
Transparent pricing designed to align our success with yours.
"As a fee-only, fiduciary advisor, I don't earn commissions or sell products—just advice that puts your interests first. My only incentive is to help you succeed, and my pricing is structured to reflect that."
Initial Consultation
A 30-minute conversation to understand your needs and determine if we're a good fit.
- Needs assessment
- Initial recommendations
- Next steps
Comprehensive Planning
A complete financial planning relationship tailored to your unique situation.
- Personalized financial plan
- Equity compensation strategy
- Tax optimization
- Ongoing support + so much more
— Next Step
Ready to Build Your Tech Wealth Blueprint?
Schedule a free consultation to discuss how our 4D Tech Wealth Blueprint can help you maximize the value of your equity compensation and build lasting wealth.