SERVICES
SERVICES
Salary Negotiation and Assessment
We work with employees of many companies and frequently have internal data that can be helpful for assessing comp ranges or selecting from various packages.
Equity Compensation
ISOs, NQSOs, and RSUs? We got it. We’ll help you maximize your total compensation and assess risk of over-exposure.
Tax Planning
- We can help you find opportunities to reduce your taxes today and optimize your tax liability over the long-term.
- We have relationships with tax preparation firms that can do your taxes. They have their own fee schedules for these services, but we recommend using them so that we can help with document collection and integrate any and all findings back into your financial plans.
Investment Advice, Implementation, and Management
- We have a comprehensive set of risk and trading tools to help you get the most out of your money.
- Where do we add value to the DIY investor? We typically find opportunities in behavioral coaching, asset allocation, asset location, expenses, withdrawal order, systematic tax-loss harvesting, and rebalancing. Many times, it’s not about what you’re doing wrong, but what we can help you do “more right.”
Benefits Enrollment
We can help you walk through your company’s open enrollment and select the best options for your financial plan.
Insurance Analysis
Are you managing life’s risks? Let’s look at your needs and existing coverages. We don’t sell insurance directly, but we work with a broker that can help you shop from more than 80 providers.
College Planning
How much should you save for your child? What account type(s) should you use? The best option is not always a 529.
Early Retirement
We can help you model when your investment income will exceed your expenses and what a safe withdrawal rate looks like.
Estate Planning (and beneficiary checks)
We help you get the documents you’ve been avoiding forever, keep all of your accounts aligned with your wishes, and monitor for changes that may be made due to changes in your circumstances or in the state laws where you live.
Life Planning
You only get one life. We can help you figure out how to fund it.
Coaching and Education
We do this work because we love it and we love you. Our goal is to provide our expertise to help you wherever we can.
WHAT WE DO
Salary Negotiation and Assessment
We work with employees of many companies and frequently have internal data that can be helpful for assessing comp ranges or selecting from various packages.
Equity Compensation
ISOs, NQSOs, and RSUs? We got it. We’ll help you maximize your total compensation and assess risk of over-exposure.
Tax Planning
- We can help you find opportunities to reduce your taxes today and optimize your tax liability over the long-term.
- We have relationships with tax preparation firms that can do your taxes. They have their own fee schedules for these services, but we recommend using them so that we can help with document collection and integrate any and all findings back into your financial plans.
Investment Advice, Implementation, and Management
- We have a comprehensive set of risk and trading tools to help you get the most out of your money.
- Where do we add value to the DIY investor? We typically find opportunities in behavioral coaching, asset allocation, asset location, expenses, withdrawal order, systematic tax-loss harvesting, and rebalancing. Many times, it’s not about what you’re doing wrong, but what we can help you do “more right.”
Benefits Enrollment
We can help you walk through your company’s open enrollment and select the best options for your financial plan.
Insurance Analysis
Are you managing life’s risks? Let’s look at your needs and existing coverages. We don’t sell insurance directly, but we work with a broker that can help you shop from more than 80 providers.
College Planning
How much should you save for your child? What account type(s) should you use? The best option is not always a 529.
Early Retirement
We can help you model when your investment income will exceed your expenses and what a safe withdrawal rate looks like.
Estate Planning (and beneficiary checks)
We help you get the documents you’ve been avoiding forever, keep all of your accounts aligned with your wishes, and monitor for changes that may be made due to changes in your circumstances or in the state laws where you live.
Life Planning
You only get one life. We can help you figure out how to fund it.
Coaching and Education
We do this work because we love it and we love you. Our goal is to provide our expertise to help you wherever we can.
