Situations
Planning usually starts because something changed
Almost nobody calls an advisor because they woke up wanting a portfolio. They call because a vest date is coming, an offer arrived, a business is being sold, or a parent needs help. Find the moment you are in.
Where to start
The decisions that bring people to us
- Where we start →
Receiving stock compensation
RSUs, options, or an ESPP that arrived with a vest schedule and no instructions.
- Where we start →
Changing jobs
What you leave behind, what accelerates, and what expires once you resign.
- Where we start →
Becoming a partner
A buy-in, a K-1, and a tax picture that stops looking like a salary.
- Where we start →
Planning around a liquidity event
An IPO, a tender offer, or an acquisition with a date attached to it.
- Where we start →
Selling a business
The work that changes the number, most of which has a long lead time.
- Where we start →
Passing the business on
Handing it to family or management rather than selling to a stranger.
- Where we start →
Protecting your family
What happens to the people who depend on you if your income stops.
- Where we start →
Preparing for retirement
Turning what you have saved into a paycheck that lasts.
Or by role
If you would rather start from who you are
- Where we start→
Medtech executives
Base, bonus, RSUs, options, maybe a deferred comp election you make every fall. Four moving parts, four different tax treatments, and no one looking at them together.
- Where we start→
Physicians & specialists
High income, a shorter runway, real exposure if you cannot practice, and less time than almost anyone to think about any of it.
- Where we start→
Business owners
Your balance sheet, your income, and your identity all point at the same asset. Planning has to start with that concentration rather than ignore it.
- Where we start→
Corporate executives & CFOs
Most of the CFOs we work with say the same thing with a smile: rigorous about the company's balance sheet, and running personal decisions on autopilot for years.
Let's start with a conversation
Bring whatever is on your mind: a vest date you are unsure about, an offer you are weighing, a business you might sell in three years. Nothing to prepare, no cost, and you will leave with something useful whether or not we end up working together.