Charting Your Path to Financial Success
OUR TYPICAL CLIENT PROFILE
Who We Work Best With
ABOUT YOU
We most frequently partner with founders, early employees and senior tech leaders who have accumulated significant wealth from stock options or RSUs, have ambitious financial goals, and big decisions to make.
WHAT YOU'RE LOOKING FOR IN AN ADVISOR
As a successful tech professional, you have limited time, interest, and/or energy in managing your finances on your own. You value professional advice, and are seeking to outsource complex financial functions, tax optimizations, and investment strategy to a trusted partner.
YOUR CLIENT EXPERIENCE
What It's Like Working Together
ONBOARDING
We start our partnership with onboarding where dive into some big questions. What are your values; goals working together; what's important to you?
After that, we dive into your financial profile. After a lot of work, we align on a holistic plan for your stock comp, finances, taxes, and investments.
Timing-wise, we can typically move as fast as you need. Have an IPO in 2 weeks; we got you!
ONGOING RELATIONSHIP
We communicate frequently. Live syncs every 6 months; email check-ins twice a quarter; and we're here whenever life changes (new job, liquidity event, welcoming a baby, etc.)
We're also thinking about you (and working for you) while you focus other items important to you. Reviewing and updating your financial plan (all 10 verticals), syncing on to-do's, tax strategy, investment portfolio, etc.
DELIVERABLES / CLIENT EXPERIENCE
When onboarding is complete you'll receive a detailed financial plan with action-oriented recommendations.
We then work together to implement the initial plan (optimizing your current financial life)—and more importantly—we partner together on key financial decisions moving forward to keep you on the path to financial success (however you define it)!
