Tech Employees
Working in high tech means enhanced compensation packages and decisions on how to maximize your retirement savings and lifestyle.
Questions we’ll help you answer: How do I make the most of my Restricted Stock Units (RSUs) or Employee Stock Purchase Plans (ESPPs)? What tax issues do I need to be concerned about when I vest and exercise my options? How do I maximize the retirement plan options provided by my employer?
Business Owners
Has a service-based business generating at least $250,000 in gross revenues. Values outsourcing and is looking for someone to help manage cash flow, taxes, and retirement savings.
Questions we’ll help you answer: How much can I pay myself? What can and can’t I claim as a business expense? What type of retirement account is best for me?
Financial Planning
Your roadmap for your financial journey. We'll develop a plan that gets you to where you want to go and make sure nothing is missing. Providing you with the clarity and peace of mind that you have a sound financial strategy.
Plans starting at $4,750 (Onboarding Fee + Monthly Subscription)
Investment Management
We believe investments are a tool to help achieve your financial goals. We’ll create a custom-tailored investment strategy that we manage on your behalf and monitor regularly.
Our asset-based advisory fees range from 0.75 to 1.50%
Tax Return Preparation
Our Secret Sauce: We offer in-house tax return preparation and ongoing tax planning exclusively to our clients. We prepare tax returns for individuals & business owners.
Starting at $405
Your Financial BFFs.
We are passionate about empowering clients to take control of their financial journey. As CERTIFIED FINANCIAL PLANNERS™, and Investment Advisors we are dedicated to our clients and offer a fresh approach to financial planning and investment management.
Looking to expand your financial knowledge?
Head on over to the blog, where we discuss in depth topics on all things retirement, financial planning and mindset, etc., to help readers make sure they're considering all aspects of their financial plan.
Professional Associations
