Purposeful. Encouraged. Secure. Smart.

We work with Bay Area technology professionals navigating how to utilize their equity compensation (RSUs, ISOs, NSOs, ESPPs) to create a life that brings them joy and fuels greater freedom. We’re here to make your life easier. You will experience the peace of knowing that your financial life is fully integrated with what you value. You’ll know your financial trajectory and move forward with a solid foundation for ongoing success. You’ll align your purpose and joys with both the financial choices you make daily and the large pivotal decisions that have lasting impacts on your future. We’ll start by exploring with you what makes you tick, what brings you joy, who matters to you most, and your financial values and concerns.

We’ll take a deep dive into your current financial picture. From there, we partner with you to provide clarity about where you are, your possibilities, and where you are going- empowering you to make the best possible decisions now and moving forward. By coupling technical expertise with a knowledge of who you are, our partnership frees you to spend more time doing the things you excel at and love.

We typically begin work with clients who are navigating complexity around a growing family, purchasing a home, or are navigating equity compensation and the decisions they face with their restricted stock, incentive stock options (ISOs) and AMT, or a company IPO. We walk alongside you as a thought partner to navigate these complexities and empower you to make smart decisions now and into the future.