A career in tech leaves you with assets most retirement plans weren't designed for

Tech employees retire with a complex financial picture: concentrated stock positions, multi-layered equity compensation, and tax exposure most advisors mishandle. The difference between a plan built by a tech compensation specialist and one built by a generalist advisor can be the difference between retiring on your timeline and working five years longer than you need to

No commissions

Acting in your best interest

What your plan covers

Retirement Income Strategy

We build a tax-efficient income plan that balances withdrawals from your equity, investment accounts, and savings in the right order so your money lasts as long as you need it to.

Equity Liquidation Planning

Exiting concentrated stock positions without a plan is an expensive mistake. We map the timing and sequencing of each liquidity event so you keep more of what you've earned.

Estate Planning

We help you structure beneficiary designations, coordinate with estate attorneys, and build a gifting strategy that reflects your intentions and minimizes estate tax exposure.

Ongoing Portfolio Management

Retirement isn’t a one-time event. We monitor and adjust your portfolio as markets, tax laws, and your life changes.

What sets us apart

We're tech compensation experts
We understand the nuances and complexity of a tech equity compensation package and have spent the last 8 years developing strategies that help our clients keep more of what they earn
Fee only and fiduciary
We don't sell products or earn commissions and are legally obligated to act in your best interest. Nothing other than your success influences our advice
Small client roster, by design
We work with a limited number of clients; not to be exclusive, but to give you the support you need

Are we the right fit?

Who this is for

You work or worked in tech and hold significant equity
You’re planning to retire within the next five years, or have already retired
Your net worth exceeds $1M and is concentrated in company stock, investment accounts, or both
You want a CFP® who specializes in tech compensation

What you get

A retirement income strategy built around your specific equity, tax exposure, and timeline
An equity liquidation plan that minimizes capital gains taxes
Active tax management throughout the year, not just at filing
An ongoing advisory relationship that evolves as your situation changes

Everyone's situation is different. So are our plans

We build every strategy around your needs, taking the time to understand your full picture before building, implementing, and monitoring our strategy that evolves as your situation changes.

Understand your situation

We review your equity, tax situation, and financial goals before making any recommendations.

Model the scenarios

We walk you through multiple scenarios that highlight the trade-offs between tax exposure and diversification.

Build and execute the plan

We build and execute the strategy with you, from first to final equity sale.

Monitor and adjust

We review your plan with you regularly and adjust as your situation evolves.

Our strategy in action

How Julia discovered she could stop working a decade earlier than she thought

Julia is a VP of Market Strategy at a large Bay Area tech company who had spent years accumulating ISOs, RSUs, and NSOs. She wanted to reach financial independence within ten years but didn't know how. After reviewing her full portfolio, we built and executed an equity liquidation plan that immediately made her financially independent.

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