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Stock comp is dynamic, your planning should be too.

We work with professionals with complexities in life - stock compensation, multigenerational planning, or looking to streamline finances.

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From Your Story to Your Strategy

Together, we create an actionable financial future based on where you are now and where you want to be

A Process Designed for Real Life

Understand What Matters Most

We begin by listening – really listening.
 What does a “wealthy life” mean to you? What are you navigating right now? This conversation sets the foundation for everything else.

Gather & Clarify

Together, we bring your full financial picture into focus.
 Income, stock comp, savings, taxes, goals, values – nothing is too complex or too personal. Clarity starts here.

Design a Strategy That Fits

Structure, intention, and soul.
 We create a thoughtful plan that aligns your money with what matters most. It’s not just about growth – it’s about freedom, peace, and purpose.

Let's Start the Conversation

The SeedSafe Process

Your life is dynamic, your planning should be too.

From complexity to clarity, we walk with you – step by step, and season by season.

Our process isn’t rigid or rushed. It’s thoughtful, collaborative, and built to reflect your life as it really is: dynamic, layered, and full of meaning. Whether you’re navigating change, planning for growth, or simply ready to feel more at peace with your money, we’re here to guide you with care.

Phase 1: Define & Design

Before any numbers, we start with you: What does a fulfilled life look like—for you?

We listen deeply, illuminate your full financial picture, and begin aligning your money with what matters most—from equity comp to taxes to everyday choices.

Phase 2: Implementation & Guidance

We take the burden off your plate.

From investment management to tax strategies, we handle the details and guide you through key decisions.

Phase 3: Lifelong Partnership

Life evolves. So does your plan.

We’re here as thinking partners – for life’s pivots, celebrations, and everything in between.

We bring continued clarity to the big decisions you face.

Your Estimated Engagement Price

“Because life isn’t static…”

Ongoing Care

We are your advocate – helping you make decisions based on who you are now and who you’ll be. We help you balance adventure, financial goals, charitable giving and family life. This is care for all aspects of your financial and foundational life.  Strategic planning areas we cover:

  • Spending and savings alignment

  • Equity comp, taxes, and investment strategy

  • Financial flexibility & freedom preparation

  • Understand taxes on stock compensation, tax deferral strategies and rentals

  • Implement tax-efficient investment strategy

  • Tax planning and charitable giving strategy

  • Charitable and legacy planning

  • Education planning

  • Provide for long term passive income, tax reduction strategies, and Roth conversions in retirement

  • Multigenerational planning

Investment Management

Our investment management philosophy is based on a simple premise that:

A long-term focus is most likely to bring you lasting success. Keeping your goals and values in mind allows you to further build wealth over time.

Asset allocation is the single most important factor to determine your long-term success. Your best option is to take market gains and allow your investments to compound over many years.

Managing the risks you take is our most important job. We strive to reduce risk and maximize value through our investment philosophy.
Managing your emotions is your most important job. Many behavioral biases come up in the rollercoaster of investing and being aware of them is important.
Patience pays – time reduces risk.

Our standard advisory fees are: 0.5% on the first $2 million, then 0.25% on additional investments.

Taxes​

Ongoing Care clients choose to also use us for tax return preparation. 

We really love to do the planning and we understand how critical the implementation can be. So putting it all together allows us to further streamline when to start or stop a strategy, when to make IRA contributions or Roth conversion, and how to be prepared for tax time with your stock compensation.

Fee:  $575+.  *Depends on complexity of return: rental real estate, business income, multi-states, etc will add to cost

You can expect us to....

Our goal is to provide you with the best tax, investment, and life planning services possible.

You can expect us to meet with you multiple times a year. Outside of meetings, you can expect for us to be nerding out in the background on your finances, on how we can provide you with better streamlined finances, and reaching out to you with updates as taxes, the market, and your company stock changes.

You can also expect us to be here when you need us. Life stuff happens and that is when an advisor in your corner means the most!

We only work with clients that we truly love and are excited to help on this journey.

We ask that you...

Our work together is a partnership. We ask that you are willing to be an active participant in the process and be open in sharing your thoughts and concerns.

If something isn’t hitting right, bring it up and be open. No question or concern is too small.

When we email you, send us an update or let us know when you will have time to look into it. You want our advice to be timely and so we may need data and documents timely as well.

We conduct all of our meetings via video chat. Outside of meetings, we communicate by email.

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