Financial Planning

We’ll work together in an ongoing fashion to ensure your finances are in order. This process entails gathering your financial data, uncovering your values and beliefs around money, and working towards creating short and long term goals. We’ll aim to meet quarterly and as needed when life changes. We specialize in two planning areas: equity compensation planning and retirement planning.

Equity Compensation Planning: Equity compensation brings its own world of complexity and planning. Especially with stock options. We’ll integrate your stock comp, taxes, and investments to ensure they’re integrating properly. We’ll work together to answer your common questions:

  • When should I exercise? When should I sell?
  • How does exercising my options effect my taxes?
  • My company just announced their IPO, what do I need to plan for?
  • My RSUs are vesting. Should I hold or sell them?
  • Is the ESPP worth it?
  • I’ve heard about AMT with my ISOs. How does that work?
  • What are the pros and cons and taking a lower salary for more equity?

Retirement Planning: Achieving retirement goals takes disciplined saving, spending and investing—all of which can feel overwhelming, especially as the retirement landscape continues to change. Standard areas of advice:

  • Roth conversions
  • Healthcare costs and medicare
  • Social Security election planning
  • Efficient portfolio withdrawal strategies 
  • Pension planning
  • Estate planning documents review
  • Account consolidation
  • Refinancing, buying, and selling real estate

Plus everything else: Cashflow planning, tax planning, estate planning, employee benefit maximization, insurance, and self-employment planning.

Investment Management

We provide discretionary asset management in addition to financial planning. We’ll coordinate your investments and ensure they’re integrated with your financial plan. 

We’re proud to partner with Altruist to provide our clients with an incredible experience with their money. With Altruist, our clients can open and fund accounts all on their phone through an easy-to-use mobile app, while monitoring their investments for transparency and control.

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Why Invest with us? Common benefits of using our investment management services:

  • Straightforward and fee conscience investment strategy
  • Investment and financial plan integration
  • Investment Selection
  • Portfolio Rebalancing
  • Asset location determination
  • Investment Selection
  • Tax efficient investing in non-retirement accounts 


Simple and transparent.

Fee breakdown: Our fees are as follows:

  • Financial Planning: $350 per month
  • Investment Management: .03% per month

All billing is done monthly. You will have the option of paying the fee out of pocket or by using your investment accounts. Investment Management fees are applied only to accounts managed by Branson Financial Planning.