Our firm specializes in working with High Level Leaders in the Tech Space looking to achieve their unique vision for the future while still being able to live the life they want to live today. With a focus on tax efficiency we help implement strategies to reduce tax today, as we grow your wealth, as we spend our wealth in the future, and as we transfer our wealth to family or for philanthropic goals. The financial plans we build put our clients in the best position to attain their ideal vision for the future. ◼️ We have a strong understanding of company provided equity compensation (RSUs, RSAs, stock options (ISO & NQ), etc) as well as utilizing ESPP & Mega Backdoor Roth within a financial plan. ◼️ We can help diversify concentrated company stock positions in a tax efficient manner. ◼️ We can help you build a comprehensive financial plan that makes sure ALL the different pieces of your financial picture are working together as efficiently as possible toward your unique goals. Helping you create a financial plan that grows with you. Remote access, combined with the expertise of our highly credentialed team, provides you world0class financial planning while saving you time in your busy day. I am a fully credentialed CERTIFIED FINANCIAL PLANNER ™ Professional (CFP®). CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to the CFP Board to act as a fiduciary when providing financial advice to a client. This means I have agreed to put your best interests first, so I can provide you confidence today and a secure tomorrow.