Here’s what you no longer have to worry about

When your income is high and your compensation is complex, the stress rarely comes from one big decision.

It comes from everything interacting at once.

Taxes. Equity. Bonuses. Benefits. Cash flow. Timing.

This work exists to remove that pressure.

You don’t have to guess anymore

No more wondering:

  • Should we sell these shares now or wait?

  • Are we paying too much in taxes, or setting ourselves up for a bigger hit later?

  • Is this bonus safe to spend, or should it be earmarked for something else?

  • Are we actually on track, or just hoping we are?

Those questions get answered, with context, tradeoffs, and a clear recommendation.

You don’t have to manage the moving parts

Equity compensation, benefits, and taxes are coordinated, not handled in isolation.

That means:

  • RSUs, ISOs, NSOs, and ESPPs planned around tax impact and risk

  • Retirement contributions aligned with cash flow and equity timing

  • Bonuses integrated into a broader savings and investment strategy

  • Decisions made with blackout windows, AMT, and real life in mind

Nothing lives in a silo.

You don’t have to keep redeciding the same things

A clear system replaces constant mental overhead.

Saving, investing, and major decisions are structured so you’re not starting from scratch every time income changes.

The plan stays active.
You get your time and attention back.

You don’t have to wonder if something’s being missed

This is ongoing planning, not a one-time document.

  • A comprehensive, tax-first financial plan

  • A proactive service calendar

  • Quarterly reviews

  • Mid-year and year-end tax strategy

  • On-call guidance for real decisions as they come up

If something matters, it’s addressed.

If it doesn’t, it’s simplified or removed.

What this includes

Tax-first comprehensive financial planning

  • Equity compensation strategy and execution

  • Investment management with tax coordination

  • Retirement and savings strategy

  • Cash-flow and bonus planning

  • Risk management and insurance review

  • Education and charitable planning

  • Estate planning coordination

One integrated relationship.

Not a collection of disconnected services.