Technology Professionals
For Technology Professionals
Your income is complex.
Your financial plan should match it.
RSUs, stock options, equity agreements, concentrated positions — we help technology professionals bring clarity and intention to every layer of their financial life.
Schedule an Introductory Fit Meeting
What we do
Clarity. Coordination. Confidence.
You've worked hard to build meaningful wealth through your career in tech. Now the decisions around it — when to exercise options, how to handle RSUs, how to plan around a liquidity event — carry real weight.
We help technology professionals simplify the complex. Investments, taxes, equity planning, and long-term goals brought together into one clear, coordinated strategy.
As a fiduciary, we provide direct, high-touch guidance tailored to your life and your goals — so your financial decisions feel intentional, not overwhelming.
Let's TalkWhat we hear most
The financial challenges tech professionals face
High compensation packages come with real complexity — and most financial advisors aren't equipped to handle it.
Equity you don't fully understand
RSUs, ISOs, NSOs, ESPP — the tax implications of each are completely different. A wrong move can cost you tens of thousands of dollars you didn't have to give up.
No coordinated plan across your accounts
Brokerage, 401(k), HSA, equity — all managed separately with no unified strategy. The gaps between them are where money quietly disappears.
Concentrated stock position risk
When a large chunk of your net worth is tied to one company's stock — especially your employer's — your financial security is more exposed than it looks.
No clear path to financial independence
You're earning well — but does the math actually work? Many tech professionals could reach FI far earlier than they think, with the right structure in place.
Tax drag from high W-2 income
Without a proactive strategy, you're leaving money on the table every year. Coordinating your investments, equity, and deductions changes the outcome significantly.
Planning for a family on a variable income
Bonuses, vesting schedules, and job changes make it harder to plan — and easier to put off. Your family's financial future deserves more than good intentions.
Real client stories
When attention to detail changes everything
These are the moments that matter — where a second set of expert eyes made a real financial difference.
Ensuring a client received the equity they were entitled to
The situation
A technology professional received an option agreement from a California-based company. Given the complexity of the equity structure, we asked to review the agreement to ensure the terms accurately reflected what was offered.
What we foundInconsistencies in how the options were defined and calculated — issues that directly impacted the number of options granted.
Helping a dual-income tech couple gain clarity about a housing purchase
The situation
A couple in their mid-thirties — both in tech —was considering moving from their current home into a larger one, but weren’t sure how the decision would impact their long-term financial picture.
What we foundBy modeling the increased housing costs alongside their income, savings, and investment trajectory, we showed exactly how the move would affect how long they would need to work and what they could sustainably spend in retirement.
Reducing a significant tax liability through proactive RSU planning
The situation
A director-level employee at a major technology company was facing a significant and recurring tax burden from high W-2 income and equity compensation, with limited flexibility around timing and cash flow.
What we foundBy leveraging the company’s deferred compensation plan to shift income into future years, and pairing it with a strategically structured HELOC to maintain liquidity, we created a more efficient tax profile without disrupting their lifestyle.
How it works
From scattered to clear
Introductory Fit Meeting
A brief, no-pressure conversation to see if we're the right fit for each other. No obligation, no pitch.
Financial Road Map® Meeting
A complimentary deep-dive into your full picture. You leave with a tangible document that's yours to keep.
Coordinated plan delivery
A clear, prioritized plan across investments, taxes, and equity — built around your specific situation, not a template.
Ongoing partnership
As your career evolves — new grants, job changes, life milestones — we adapt the plan with you.
Get started
Ready for a plan that actually fits your life?
Start with a brief introductory conversation — no obligation, no sales pitch. Just a chance to see if we're the right fit.
Most clients tell us the first meeting alone was worth it.
Schedule an Introductory Fit Meeting No obligation. No sales pressure. Just clarity.