control your Financial life. Work if you Want to.
We can help you answer questions like:
What should my RSU strategy be? Should I hold my shares, sell or buy more? How does this change based on my personal risk tolerance, current share price, market outlook, and tax considerations?
Should I pursue the ESPP program? What are the downsides?
When and how should I exercise my stock options? What tax ramifications do I face?
Am I saving enough? Should I spend or save my bonus?
How can I maximize my employer benefits? I’ve heard of a backdoor Roth and a Mega Roth, but can I do those?
When can I retire, or work because I want to, not because I must?
What tax strategies are available to me during retirement and before retirement?
What am I missing that I just don’t know I don’t know?
Life never stops getting busier for people like you: work, family, and community responsibilities have only increased. You are also in the stage of life to make the most of your wealth building opportunity. Avoiding mistakes are critical.
Tony and Sarah: mid-career executive, creating options to change career plans.