Providing professionals personalized financial guidance in a collaborative manner
WHO ARE MY CLIENTS?
Spoiler alert: My clients are not the exclusive country club type.
The majority of my clients are professionals with curiosity, discipline, and regard for their finances. Many earn compensation packages comprised of base salary, incentives, and some form of equity compensation (ISOs, NQSOs, or RSUs), and enjoy making the most of the compensation and benefits programs their employers have to offer. Some clients have less technical situations, focusing on shaping, iterating, and perfecting their money system to determine philosophies regarding financial well-being.
What’s the common theme? They all have unique puzzles to be resolved by personalized shepherding and counseling. Clients greatly appreciate my casual and comfortable format for discussing their finances.
WHAT ARE THEY LOOKING FOR?
Here’s what they tell me they want to do:
Gain confidence and understanding of their overall financial picture.
Obtain guidance that is not from a salesperson’s perspective.
Have a safe place to seek advice.
Make informed decisions when navigating their equity awards, and other financial components of their employment-related opportunities.
ANY OF THIS RESONATE WITH YOU?
Are you a working professional asking yourself “Am I doing this right?” about your finances?
TELL ME HOW I'M DOING.
LET'S MAKE SURE I UNDERSTAND THIS.
Are you a recipient of equity compensation with uncertainty about how to handle your company stock?
A typical financial planning partnership starts with an initial review of your financial picture at a high level. This will take place over multiple collaborative sessions to uncover and evaluate various aspects of your financial life and identify areas of success and opportunities for deeper dive and/or improvement. Our ongoing engagement could include financial planning and asset management; a fully integrated approach is often beneficial, but asset management is not a required ingredient for the recipe of working together.
What if you already have a financial professional guiding you, but there is a knowledge gap in your equity awards or executive compensation? Fill the gap! I collaboratively partner with other financial professionals to share my expertise in this area.
Are you a financial planner who needs help navigating the waters for an executive in a public company?
ALWAYS BEST TO MEASURE
TWICE AND CUT ONCE.