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Flexible Financial Planning Designed for Your Real Life

We help San Francisco Bay Area families employed in the tech industry build financial plans that grow with them - from equity comp to home renovations, investment properties, early retirement and everything that goes between - we've got you covered!

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Our process is simple, structured, and built around your actual goals:

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  • More time for your family.

  • Clarity around your money.

  • Confidence that you're on track for financial freedom.

  • Fee-only, fiduciary provider

Services + Pricing

These two services work for the vast majority of our clients. We do have other possible engagements

(one-time plan, etc.) that we offer if these aren't the right fit.  Schedule a call and we can discuss!

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Financial Planning

$750 onboarding fee + $300 monthly ​​

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Whats's included:

  • Personalized Financial Blueprint

  • Equity Compensation Strategy (RSUs, ISOs, AMT planning, 83(b) elections, QSBS)

  • Tax Planning

  • Access to your own planning portal and tools

  • Support & Guidance whenever life changes

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No asset minimums. No surprise fees. Just proactive, ongoing support.

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Investment Management (Optional Add-On)

0.50% annual fee (billed quarterly) 

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If you'd like help managing your investments, we offer discretionary portfolio management aligned with your financial plan.

 

What's included:

  • Diversification out of concentrated stock

  • Tax-efficient investment strategies

  • Ongoing rebalancing

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