Plan with confidence

We work with our clients to help them:
• Feel more confident with their money
• Have more time to spend with loved ones
• Feel peace of mind with their financial future

Services

Ongoing relationship designed for tech professionals

Life planning
Equity compensation planning
Risk management
Debt payoff plan
Cash flow planning
Retirement strategy
Investment management
Company benefit planning
Tax planning
Estate planning
Charitable giving strategy
College savings

2-4 review meetings
+ check-ins as needed

Fees

Our fee starts at $1,800 / quarter ($600 / month), which covers the first $500,000 of investments under management.

When assets under our management exceed $500,000, a percentage based fee is applied.

Next steps

1)  Schedule your Get to Know meeting‍

2)  We go over your situation to see if it makes sense to work together

3)  Take some time to think about it