“I help tech professionals and retirees manage their finances, reduce financial anxiety, and make tax-smart decisions with their portfolio and employer stock.”
INTRODUCTION
For nearly a decade, I’ve worked with families to help protect and grow their wealth using customized portfolio, income, and tax strategies.
After working with dozens of families, I’ve learned that most people want the same things; they want to spend enough to live today, save enough for tomorrow, and protect their hard-earned nest egg so that they can leave something to a legacy for their kids or grandchildren.
FOCUS AREAS
- Equity Compensation Management (ISOs, NSOs, RSUs, RSAs)
- Individual Stock Strategies
- Tax-Efficient Retirement Income Planning
- Retirement Life Design
- Tax Planning & Strategies
PROCESS
Introductory Conversation
A quick conversation to determine if we are a good fit for each other.
Wealth Strategy Review
Provide immediate value, including the steps we will take to help you with your financial situation.
Data Gathering
Your financial life is interconnected, so we want to gather all pertinent information about you (qualitative and quantitative) to best position you for success.
Ongoing Strategy Meetings
Develop a regular cadence for building, implementing and adjusting your strategy based on your life, the markets and where you want to go.
