Who We Serve

We work best with those who say yes to these questions:

  • Do you want to become financially independent? 

  • Do you want work to be optional?

  • Do you want to work with experienced CERTIFIED FINANCIAL PLANNERS™?

  • Do you want to build a flexible plan with strategies that change as you reach life's milestones?


We specialize in working with the following people:

Soon to Retire

Soon to Retire

As a financial planning firm, it is very common for people to seek our expertise to answer questions such as:

  • Am I on track to retire?
  • When can I retire?
  • Will I outlive my money?

This period of transition from savings to spending is a scary decision for many people. We help plan for uncertainty and give a realistic snapshot of what your finances will be in retirement.

Learn more
HENRYs

HENRYs

High Earners, Not Rich Yet. For those with high growth potential, and have the ability to make wealth-building investments. We build a plan to include:

  • Goal planning and implementation
  • What is the right amount to save?
  • What is the best way to maximize your retirement accounts?

If you are building a career for yourself and are asking "How can I get on the road to financial independence?" we can help you take it to the next level.

Learn more
Tech Industry

Tech Industry

Over the past two decades, we have coached clients who worked at pre-IPO companies all the way up to large organizations such as Google, Amazon, and Apple. For this reason, we have many tools and strategies created to apply to your unique circumstances such as:

  • Maximizing your benefits package (RSUs, Stock options, ESPP)
  • Compensation negotiations
  • Strategic Planning involving concentrated stock positions

When your time and energy is being devoted to developing the future of technology, your financial plan may not get as much attention. We have helped many of our clients take this weight off their shoulders.

Learn more
Retired

Retired

Even in retirement, your finances are subject to changes. It is our responsibility to constantly monitor your plan and hold review meetings to ensure that you are secure and living the best life you can.

  • Leisure
  • Estate planning
  • Health care

This is your time to live comfortably. By embracing professional advice, you get to spend more time doing the things you love with the people you love.

Learn more
Self-Employed

Self-Employed

For professionals and small business owners that need advice in their financial decisions. We are self-employed professionals too, and understand the various responsibilities that go along with that from both an enterprise and financial planning perspective. We will guide you to:

  • Maximize savings and reduce taxes
  • Plan for inconsistent income (cash flow planning)
  • Strategic partnership with your advisors to protect what you worked so hard to create

Given the frequent changes experienced among self-employed individuals, constant monitoring is essential for the success of your plan. A financial planner can create a plan, and hold frequent reviews to make the most out of working for yourself.

Learn more
Small Company Plans

Small Company Plans

For small business owners that want to setup retirement plans for themselves and their workers.

  • We help find the right company retirement plan to meet your goals
  • Strategically partner with your accountant to help you keep more of what you worked for
  • Develop a plan to map out your eventual exit from your business

If you want your business to achieve long term success, you are going to have to prioritize a solid set of strategies in your company's finances. Our process will evaluate what is best for both you and your employees.

Learn more