Our goal is to help you:

• Stop relying on your employer for long-term success

• Reduce your exposure to high tech’s ups and downs

• Make the most of your opportunities

• Get off the treadmill and retire earlier

How can we help you do this? Through our experience in helping hundreds of technology employees take control of their finances. 

Our process helps you quit asking, “What mistakes am I making with my money?” Our expertise helps cut through the confusing rules and tax regulations. And your action plan helps you take advantage of the good fortune you’ve had and translate that into long-term financial success.

We can help:

• Advise you on the optimum time to exercise options while minimizing the tax impact

• Recommend strategies for managing your restricted stock units and participation in your company’s employee stock purchase plan

• Navigate the complexities of concentrated stock positions and restrictions on public-company insiders

• Determine how to make the most of your 401(k) plan, deferred compensation plan, and other employee benefits