For mid-career families with RSUs, ISOs, or NQSOs.
Growing family with equity comp? Taking a break? Switching careers? We got you. Let’s figure out when you can stop working (or switch gears), buy that house, or be with your kids more - and keep taxes in check.
Let’s chat.
Our Intro Call is a quick, casual convo to see if we’re a good match. Tell me a little bit about what’s going on in your financial life and what you hope to get out of a planning relationship.