We work with dual-income professionals with equity compensation and significant wealth to define what financial independence actually looks like — and build a strategy around that answer, not a generic retirement timeline.
Life transitions are money transitions
for the decisions that
matter.
Life transitions are money transitions. Career shifts, equity events, growing families, sabbaticals — the moments that change everything also change your financial picture. We plan for the life, not just the numbers.
Every client has navigated at least one major financial transition since working with us. Most have navigated several. That's not a sales line — it's just what happens when you actually plan around someone's life.
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TEAM MEMBERS
How we show up
The relationship is the strategy.
Equity & tax strategy
RSUs, ISOs, NSOs, ESPP — we build the plan around the vesting schedule, not the other way around.
Financial independence planning
Define enough. Build toward it. Know exactly when you've arrived.
Cash flow & investment strategy
Integrated, not siloed. One strategy that connects earning, spending, saving, and growing.
Life transition planning
Career shifts. Liquidity events. Sabbaticals. The moments that rewrite the plan.
Estate & insurance
Protection without the upsell. Structured for your family, not a commission.
Ready when you are
Most couples at $2M have the same question.
Let's figure out what the answer looks like for you.