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Flexible financial planning for tech professionals and entrepreneurs.

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Your next step to financial freedom

Welcome! I'm so happy you found us. If you've been searching for answers to the question of 'how do I live a wealthy life?', you came to the right place. Take a look around, send us an email, and schedule a time to chat. We work with clients across large and small tech hubs as a virtual helping hand.

Featured Posts

RSUs in your investment portfolio

If you receive a large grant of RSUs or company stock, you will have many risks. Risk of termination before vesting, risk of market volatility in stock price, and asset concentration are a few. You will need to decide whether you will keep the stock once vested, or if you prefer to sell the stock […]

Stock Option Plans and the Alternative Minimum Tax

Alternative minimum tax (“AMT”) is a hard proposition for many tech employees.  When you exercise incentive stock options it increases your net worth, but you don’t actually get any cash.   This puts you in a tough spot for paying any AMT later on.  This is an important topic for start-up tech employees with a stock […]

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