High-earning tech professionals with RSUs and/or stock options who want a clear plan to avoid tax surprises, reduce single-stock risk, and turn equity into real, usable wealth.

Yes. RSUs are where most people get hit with under-withholding, sell timing confusion, and staying overexposed to company stock.

Yes. Options are where planning matters most, especially exercise timing, AMT risk, and cash needs.

Maybe. CPAs are great for filing, but most people still need forward-looking planning around vesting, sales, exercises, withholding, and estimates. And if your advisor doesn’t specialize in tech equity, they may miss the highest-stakes equity decisions.

Withholding that doesn’t match reality. RSU withholding can look “handled,” but your real tax rate can be much higher.

Yes. We build a plan for withholding and quarterly estimates so you’re not guessing.

Yes. We build a sell strategy and diversification roadmap based on taxes, cash needs, and risk tolerance.

No. There’s no one-size rule. The goal is a clear, repeatable decision process that fits your numbers and your life.

Yes. We model scenarios so you can see the tradeoffs and avoid unnecessary tax pain.

Then a plan matters even more. We focus on smart, tax-aware moves from where you are now and reduce future concentration risk.

Yes. We plan around vesting, blackout windows, exercise windows, and tax deadlines so you don’t have to rely on memory and stress.

We start with an Equity Review: what you have, what’s vesting, your tax exposure, and the next smartest moves.

That’s normal. We’ll tell you exactly what to gather (pay stubs, grant docs, brokerage statements) and help you organize it.

Yes, built for virtual work. Usually a mix of planned meetings plus email, and texting for time-sensitive decisions.

It’s built for busy schedules. There’s a focused upfront phase, then support at key moments, so you’re not thinking about this nonstop.

You have a flat-fee planning minimum. For clients with larger investable assets, it transitions to AUM. And no, I'm fee-only and a fiduciary. No commissions. No product quotas.