Young Family with Equity Compensation
You’re likely in your early 30s to mid-40s, a dual-income household, and moving quickly in your careers. Your income is strong, your time is not. Between work, kids, your relationship, and taking care of yourself, your finances have become more complex, especially with equity compensation.
You feel confident in what you’ve built so far, but you know there’s more you could be doing and to stay on top of it all. You want to leverage your money to buy back your time and flexibility for today and tomorrow.
Your Values & Life Stage
You don't buy into the standard retirement script and true wealth goes far beyond a number at the bottom of a spreadsheet.
For you, the 'good life' means spending your time exactly how you choose—whether that’s pivoting to a passion project, traveling the world, or simply having the space to be fully present with the people you love.
These Sound A Lot Like You
✅ You have young children and/or are hoping to start a family in the near future
✅ Your household income is greater than $250,000/year
✅ You have equity compensation (ISOs, NQSOs, RSUs, ESPP)
✅ Value Time-Wealth over Status-Wealth
Your Pain Points
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Your Time & Mental Energy is Limited
Your finances are running you. You're caught in a reactive cycle—putting out fires rather than building toward your goals.
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Where is All This Heading?
You're wondering if your financial decisions today are actually moving you toward the future you want.
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Your Equity Comp is Confusing
You need a tax-efficient equity compensation strategy built around your values.
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You Want to Balance Today and Tomorrow
You want to be responsible for investing for the future, but also life today.
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You Need a Personal CFO
You need a trusted advisor who sees your entire financial life and brings all the pieces together.
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You Don’t Have a Big Picture Investment Strategy
You’ve been saving in different places but you don’t feel like you know how it all fits together.
Your life is about much more than a number at the bottom of a statement.
Financial Freedom isn't automatic; and your life means too much to leave it to cookie-cutter "solutions". What you want out of life is unique to you; your plan for your money should be too. Our agile, tailored approach keeps up with the changes in your life and career and keeps the life you want to live today and tomorrow front and center.