Financial clarity for your equity compensation
Straightforward financial guidance designed for tech professionals.
Have specific questions about your unique situation?
How we help you
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Clarity on RSUs, ISOs, NSOs, and ESPPs . Know what you’ve earned and what to do next.
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A clear view of income, expenses, and timing around bonuses, equity, and liquidity events.
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Personal guidance to help you navigate career moves, equity decisions, and long-term goals.
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Thoughtful preparation for IPOs, tender offers, or transitions, with careful consideration of taxes and timing.
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Long-term planning aligned with your values, including saving, investing, and managing risk with intention.
Behind The Scenes
“I have a tech executive client that came to me with a high salary, generous equity grants, and a growing tax headache.
We helped her make sense of it all. By combining Roth conversions with charitable gifting of appreciated stock, she reduced her tax burden and increased her tax-free retirement savings. Then we built a plan around her equity compensation, focusing on tax efficiency and long-term liquidity.
W2 employees at high-growth companies often face financial complexity that goes far beyond what most advisors are prepared to handle. These strategies aren’t always obvious, but they can make a significant difference over time.” - Cody Terrion, Financial Advisor
Ready to discuss your equity compensation?
Connect with our team to discuss how we can help.