I don’t know what to do with my stock options.

How do I navigate the available resources and balance between opportunities, risks, and tax considerations?

How can I plan for the long-term given the uncertainty in the near-term?

We can help you understand the types and value of the equity and/or options and provide an analysis of the various strategies you can take.

We can help you determine the best ways to approach your goals. There are tradeoffs between retaining upside, taking some cash off the table, and optimizing taxes.

We model upside and downside scenarios for you, so that you can understand how decisions made today may impact your long-term goals.

I don't have the time to manage my own finances (I’m focused on running my business and increasing my income).

I need an advisor who's competent, trustworthy, and reliable.

I’m probably not taking advantage of all the tax-benefits available to business owners.

I need someone to handle the day-to-day maintenance of my financial life and make sure things are taken care of.

We have an experienced and established team to take care of your business planning, tax planning, investment planning, and more.

We can meet on a regular basis to make sure you are on track.

We work with a lot of people like you and will advise you on what you can and should be doing.

By checking off the above, you can focus on your business!