"Traditional" Financial Planning is like going to the dentist but with way more math. There has to be a better way.
Pay an upfront fee then monthly recurring fee as we establish where you want to go, how to get there and provide ongoing support.
For guidance on a particular challenge or issue, pay a fixed fee or hourly for the advice you need.
Tax projections and modeling, maximizing deductions and minimizing taxes. Common advanced tax planning topics such as equity comp and real estate.
RSUs, ISOs or NQSOs - equity comp can be complex, we help with valuation, timing scenarios, portfolio concentration analysis and optimal tax strategy modeling.
Portfolio analysis, diversification strategies, crypto compensation, tax strategies and planning, bridging DeFi to CeFi, custody and security, estate planning.
While Independence means different things to different people, we view it as becoming an owner (of your time and money) and pursuing your ideal lifestyle.
Portfolio analysis and optimization, asset allocation strategies, diversification, inflation protection. Creating a portfolio to reach your particular objectives and goals.