About
Who this is for
I believe information should flow freely, and most people never get the financial education they deserve. So these tools are free, with nothing to sign up for. Anyone paid in company stock can see what they may owe, and why.
If you learn something here, that's worth it, whether or not we ever talk.
Who I work with
Beyond the tools, I work with people whose pay comes partly in company stock: vests, an ESPP, and a tax bill that doesn't always match what was withheld. They'd rather hand off the financial work and spend their time on their own work and life.
If you would rather do all of it yourself, I'm probably not the right fit, and I would rather say so now.
What working together looks like
In the first year, we work through these together:
- A plan for your company stock: vests, an ESPP, and any potential concentration in one company's stock
- Tax planning, coordinated with your CPA
- A plan from where you are now to where you want to be
- Estate planning, coordinated with your attorney
- A charitable giving strategy, if you want one
- Education planning, if you have children
- Ongoing investment management and advice, through the market's ups and downs
If that sounds like what you're looking for, I'm happy to help.
Book a call
Just want the numbers? Run the ten-second check. It stays free either way.
The tools are educational. Advice starts only when we decide to work together.