01
Equity compensation strategy
RSUs, options, and ESPP shares are reviewed together with your tax situation and overall portfolio, so vesting and exercise decisions fit your broader plan rather than being made in isolation.
Who we serve / Executives & Professionals
Financial planning built around your career.
One roadmap for your income, your equity, and the milestones still ahead.
Executives and professionals often reach a point where compensation and complexity arrive together — equity awards, bonuses, deferred compensation, and a demanding career all at once. We help you turn that complexity into one coordinated plan, so each decision supports the next instead of competing with it.
Executives & professionals often come to us when
- Equity compensation — RSUs, stock options, or an ESPP — needs a plan beyond just holding it
- A promotion, bonus, or new role changed your income and your tax picture
- Deferred compensation or executive benefits need to be coordinated with your other accounts
- Retirement accounts and equity have grown faster than your plan has kept up
- You want a clear strategy for concentrated stock risk
- You're weighing a career change, sabbatical, or eventual retirement date
02
Tax-aware income planning
Bonuses, deferred compensation, and rising income bring new tax exposure each year. We plan ahead for withholding, timing, and strategies that keep more of what you earn.
03
Retirement and deferred comp coordination
401(k), NQDC plans, and other executive benefits are coordinated into one retirement income plan, with attention to vesting schedules and payout timing.
04
Concentrated stock and risk management
When a large share of your wealth sits in one company's stock, we help you build a diversification and risk plan that respects any restrictions or trading windows.
05
Career transitions
Promotions, job changes, and eventual retirement all shift your financial picture. We help you plan the transition before it happens, not after.
06
Legacy and wealth transfer
As wealth builds, estate and giving strategies become part of the plan. We coordinate beneficiaries, trusts, and charitable intentions with your attorney and tax professional.
Questions we hear
Frequently asked
questions.
- How do you help with RSUs and stock options?
- We build a plan for vesting, exercising, and selling that accounts for taxes, concentration risk, and your other goals, so equity compensation supports your plan instead of complicating it.
- What is deferred compensation and how does it fit my plan?
- Nonqualified deferred compensation lets you set aside income now to receive later, often in retirement. We help you decide how much to defer and how the payouts coordinate with your other income.
- I have a lot of my wealth tied up in my company's stock. What should I do?
- We help you understand your concentration risk and build a diversification plan that works within any trading windows or restrictions your company requires.
- How do you help with tax planning for high income?
- We plan proactively — reviewing withholding, retirement contributions, and the timing of bonuses or equity events — rather than reacting once tax season arrives.
- I'm considering a career change or early retirement. Can you help me plan for that?
- Yes. We model how a transition affects your income, benefits, and timeline, so you can make the decision with clarity rather than uncertainty.
- Are you a fiduciary?
- We act in our clients' best interests. Our advice is built around your goals, not a product sale, and we explain the reasoning behind every recommendation.
A conversation is a good place to start