Collaborative Process
Together we collaborate to optimize your complex finances.
Financial Planning | Investment Management
Tailored For Women With Established Tech Careers
Does This Seem Like You?
- Too busy to effectively manage your complex finances?
- Feel overwhelmed by decisions about your equity based compensation (RSUs, Stock Options, ESPP)?
- Wondering whether your finances align with your goals?
If this resonates let’s collaborate. We provide expert guidance to navigate the multi-faceted financial decisions arising from your complex RSUs, Stock Options and ESPP.
We Help You:
- Strategize for and optimize equity compensation
- Leverage your compensation to achieve your financial goals whether it’s buying a home, taking a sabbatical or financial independence
- Understand, maximize, and utilize employee benefits
- We manage your investments to align with your financial goals
Why Partner with Us?
Emphasis on You
Emphasis is on you, the future you envision, helping attain it!
We’ve Walked in Your Shoes
We’ve navigated equity compensation milestones and the demands of a mid-career phase.
Our Services
Comprehensive Wealth Management
- We take stock of your financial circumstances.
- Define and clarify your financial goals.
- Develop a Financial Plan for the attainable future you envision.
- Formulate an investment strategy that aligns with your financial goals.
- Implement your Financial Plan in modules and manage your investments.
- Provide ongoing holistic guidance as your financial life evolves.
Ongoing Comprehensive Financial Planning
- We take stock of your financial circumstances.
- Define and clarify your financial goals.
- Develop a Financial Plan for the attainable future you envision.
- Help you implement your Financial Plan in modules over time.
- Provide ongoing holistic advice as your financial life evolves.
- You manage your investments without our assistance.
Project-Based Financial Planning
- Limited scope, one-time engagement to address a specific need.
- Personalized advice to address “what brings you here.”
- Tailored “action items” for attaining your financial goals.
- You implement our advice on your own.
- Use cases: RSU/company stock strategy, career transition, sabbatical, layoff, financial independence planning.
Best for busy professionals who want financial guidance as life evolves; and have neither the time nor desire to manage their investments.
Best for investment savvy clients who want ongoing financial advice as life and goals change but prefer to manage investments on their own.
Best for clients who need advice to address a specific need or problem and want to implement our advice on their own without our oversight or assistance.
