Integrate Your Equity Compensation

Make confident decisions about your stock compensation with clear, objective advice based on your full financial picture.

Smart Financial Decisions, Your Terms

I work with clients seeking validation on an as-needed basis, providing carefully considered financial advice to augment their money intelligence and help them make informed decisions with confidence.

Independent, Expert Financial Guidance

Financial decisions don’t have to be overwhelming. Whether you’re navigating stock options, RSUs, or big financial choices, you deserve clear, unbiased advice that puts your goals first.