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Your career keeps you busy. Your finances shouldn’t add to the stress.
Managing wealth as a tech professional comes with big opportunities. And big questions. Whether it’s stock compensation, taxes, or long-term planning, we help you simplify the complexity and make smarter decisions.
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​We provide full-service financial planning and investment management for busy professionals. Based in Austin, TX and serving clients nationwide.
If you have company stock or a new equity offer, let’s make the
right move.
Some questions you may have:
(click links for more)
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What happens to my stock options in an acquisition, and how do I reduce taxes?
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​When do I exercise stock options (ISOs vs. NSOs) vs. wait?
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​How much of my RSUs/ESPP should I sell on vest day?
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How do I diversify concentrated stock without a massive tax bill?
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When can I sell my IPO shares and what taxes will I owe?
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​Should I file an 83(b) election on early-exercised options?
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How do I avoid AMT (Alternative Minimum Tax)?
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Do my shares qualify for 0% tax rates via qualified small business stock (QSBS) laws?​
If you’re mid-career with a busy life, let’s get organized and
tax-smart.
Some questions you may have:
(click links for more)
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Are we using the right accounts: 401(k), IRA, HSA, taxable brokerage?
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Should we use the backdoor Roth or mega backdoor Roth, and how do you do it?
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How much will asset location and holding the right assets in the right accounts help?
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How do we lower taxes and avoid penalties from RSUs/bonuses?
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Do we have the right insurance coverages?
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​How do we fund college (529 plan, etc.) without derailing retirement?​
If you're in your
40s or 50s,
let’s make
work-optional real.
Some questions you may have:
(click links for more)
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When can we be work-optional without cutting our lifestyle?
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What’s our Roth conversion strategy?
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When should we claim Social Security for maximum lifetime value?
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How do we cover health insurance before Medicare?
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What safe withdrawal rate / guardrails keep us on track through market drops?
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