See ‘Success Stories‘ for a few examples. 

We work with our clients to solve a number of problems. For example:

  • What’s the best way for us to save for a home?
  • How can we utilize our savings and income to retire at age 50?
  • I’m inheriting part of my parents estate. How should I position the assets?
  • What should I do with my incentive stock options that were granted to me?
  • My RSUs are vesting soon. What should I do?
  • Is my ESPP worth participating in?
  • I’m thinking of starting a consulting business; how can we best plan for that?
  • I’m getting close to retirement; what should I begin to think about?

The flat fee includes asset management for no additional AUM fees. We strongly encourage all clients to take advantage of our asset management services.

We will have regularly scheduled quarterly meetings. You have unlimited access to us for any ad hoc meetings, calls, texts, emails for situations that arise along the way.

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