Who We Work With
Financial Planning for High-Income Professionals
We're not for everyone — and that's by design. We work best with people whose income has created real complexity that generic advice can't solve.
High-Earning Professionals with Equity Compensation
Tech executives, startup employees, and corporate professionals trying to make sense of RSUs, ISOs, ESPPs, and other equity vehicles.
You're a fit if…
- ✓You have significant equity compensation as part of your total package
- ✓You're unsure when to exercise options or sell RSUs
- ✓AMT has been (or could be) a factor in your tax picture
- ✓You're approaching an IPO, acquisition, or major liquidity event
This isn't for you if…
- ✕Your equity is a small, simple part of your compensation
- ✕You're looking for stock-picking advice
Business Owners & Self-Employed Professionals
Founders, partners, and independent contractors juggling variable income, entity structure, and the constant overlap between business and personal finances.
You're a fit if…
- ✓You have 1099 or business income of $200K+
- ✓You're unsure if your entity structure is optimal
- ✓You need to coordinate personal and business tax strategy
- ✓You're planning an exit or ownership transition
This isn't for you if…
- ✕You're in early startup mode with minimal personal income
- ✕You want someone to run your business finances for you
Young Families Navigating Growth Years
Professionals in their 30s and 40s whose income is growing fast but whose financial clarity hasn't kept up — homes, kids, career moves, all at once.
You're a fit if…
- ✓Your income has grown faster than your financial clarity
- ✓You're making (or postponing) decisions about property, family, or savings
- ✓You feel 'behind' despite earning well
- ✓You want to build a foundation that compounds for decades
This isn't for you if…
- ✕You're looking for aggressive investment strategies to 'catch up'
- ✕Your financial life is simple and stable
See yourself in one of these profiles?
Let's have a conversation about whether we're the right fit.
Schedule Your Intro CallBased in Scottsdale, Arizona. Serving clients virtually nationwide.
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