How We Help
Financial Planning Services for High-Income Professionals
Whether you need a one-time reset or ongoing guidance, we bring the same rigorous, coordinated approach to your financial complexity.
Our Focus
Three pillars of coordinated planning
We organize our work around the problems that actually move your net worth—not product categories.
Tax-First Financial Planning
We model decisions before you make them—not after tax season reveals what went wrong. Every recommendation starts with tax impact.
Equity Compensation Strategy
RSUs, ISOs, ESPPs, AMT—we help you navigate equity decisions worth tens of thousands with clarity and confidence.
Investment & Wealth Coordination
Tax-efficient portfolio management that works with your overall strategy, not against it. We coordinate, not just allocate.
Wealth Map: Tax & Financial Reset
A comprehensive 60–90 day engagement designed to cut through the noise and build a clear, coordinated financial strategy.
This is the right starting point if you're navigating a major transition—new job with equity comp, business income growth, property purchase, or simply the realization that you need a real plan.
What you'll walk away with
- Clear understanding of your current tax exposure and optimization opportunities
- Coordinated strategy across income, equity compensation, and investments
- Specific recommendations for major decisions you're facing
- Implementation roadmap for your CPA and attorney
- Confidence that you're not leaving money on the table
Note: This is a planning engagement, not a downgrade. Many clients start here before deciding if ongoing support makes sense.
See full details, timeline, and FAQ →Wealth Guide: Ongoing Financial Planning
For clients with continuous complexity—equity vesting schedules, fluctuating business income, multi-year tax strategies—we offer a retained planning relationship.
This isn't about monitoring your portfolio. It's about making smarter decisions, faster, with someone who knows your full picture.
Proactive Decision Support
Before you exercise options, sell equity, or make major purchases—we model it first.
Quarterly Tax Strategy
No more April surprises. We optimize throughout the year, not after.
Investment Coordination
Tax-efficient portfolio management that works with your overall strategy.
Optional Asset Management
For clients who want investment management as part of their planning relationship, we offer a straightforward, tiered fee structure.
Asset management is entirely optional. Our primary value is in the planning and coordination—not portfolio management.
Not sure which path is right?
Most clients start with a conversation. No pressure, no pitch—just a candid discussion about whether we can help.
Based in Scottsdale, Arizona. Serving clients virtually nationwide.