Who We Work With
Financial Planning for High-Income Professionals
Not everyone needs what we do. We work best with professionals whose income has created financial complexity that generic advice can't address.
High-Earning Professionals with Equity Compensation
Tech executives, startup employees, and corporate professionals navigating 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 dealing with variable income, entity structure, and business-personal integration.
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 balancing rapid income growth with major life decisions—homes, children, career transitions.
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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