How We Serve Corporate Executives and their Families
Whether you are beginning your career or approaching retirement, we have the experience and expertise to help you navigate your unique financial journey with confidence and peace of mind.
As proud members of the fiduciary planning community, we are committed to putting your interests first.
Objective Advice for the Highly-Compensated Executive
We have decades of experience serving executives, from those starting out with new options grants and executive compensation packages, through transitioning toward retirement and stepping away from the corporate grind. We’ve seen a lot. Our team of CFPs and CPAs can guide you through the process of exploring what’s possible while managing the important tasks and deadlines along the way.
Our expert guides can help you navigate through your choices around making the most of retirement plans, dealing with equity compensation (particularly stock options, Restricted stock (RSUs), managing the tax impacts of your income through our in-house tax services, and much more.
Maximize Equity Compensation
Equity grants of stock options (NSOs or ISOs), Restricted shares (RSUs) or pure ownership from investment or sweat equity can make a tremendous impact on your net worth. Our team has expertise in laying out the choices, helping clients understand the consequences of those choices, and then implementing strategies with coordination between the advisory and tax teams.
Achieve Major Goals
What’s been on your goals list that felt out of reach? A lake house? A safari? Retiring sooner? Our financial planners can work with you to explore what’s possible and what it will take to get there. We will help you think creatively and strategically to make your biggest dreams a reality.
Your high income provides many opportunities, but the tax liability associated with it can be substantial. Unfortunately, many high-earners end up paying more in taxes than necessary because they are unaware of the powerful tax mitigation techniques available to them. Our in-house tax experts will help you understand what to expect and develop strategies for reducing your lifetime tax liability.
Read more about a few hypothetical situations where we’ve helped medical professionals with their compensation to reach their goals.
Case Study 1
As a fee-only firm, we only get paid by our clients and receive no commissions or referral payments. Our clients know every penny they are paying to us for our services.
Case Study 2
Our team of dedicated tax professionals work with our clients and planners to make the tax planning process part of the comprehensive financial planning process
Case Study 3
12 Certified Financial Planner Practitioners, 3 Certified Public Accountants, and more, all here to serve our clients. Only 25% of financial advisors are CFPs and we hold ourselves to the highest standards.
Whether you are beginning your career, approaching retirement, or somewhere in the middle we have solutions to help you make the most of your income and working years.
As a fee-only financial planning firm, we accept fiduciary responsibility and are committed to a comprehensive, evidence-based approach. Each of our team members works with a small group of clients to ensure you receive attentive service that is customized to suit your individual situation.
No matter what stage of life you’re in or which financial challenges you face, our experts are here to help you stay on track and make the most of the resources available to you.
We’d like to meet you!
Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.