If you work in tech, this may feel familiar.
RSUs are vesting.
Company stock is growing.
Compensation is higher than it used to be.
And yet—things feel more complex than they should.
Not because anything is wrong.
But because success tends to outpace the planning around it.
We’ve spent 20+ years working with technology professionals navigating this phase—many at large companies, including Google.
When Tech Employees Usually Reach Out
Most people don’t reach out randomly.
It usually happens when something changes:
Buying a home
Company stock becomes a large part of net worth
Equity compensation increases
Income jumps meaningfully
At that point, the question isn’t “Am I doing well?”
It becomes:
“Is everything actually working together?”
Where Complexity Builds
Over time, equity compensation can quietly become concentrated wealth.
And with it:
Large unrealized gains
More complicated tax exposure
Harder diversification decisions
More moving pieces across your financial life
Nothing is broken.
There’s just more to coordinate.
How We Help
We help bring structure to these decisions.
For most clients, that includes:
Making sense of RSUs and equity compensation
Managing concentrated company stock
Planning ahead for taxes
Navigating major financial decisions with clarity
The goal is simple:
Everything working together.
Who This Is For
We work with professionals across the tech sector:
Engineering, Product, Legal, Recruiting, Marketing, and Leadership.
What they have in common:
They think long-term.
They want clarity.
They prefer thoughtful decisions over guesswork.
What Changes Over Time
When things are coordinated:
You feel more organized
You understand your equity
Taxes become more predictable
You gain flexibility
This isn’t about optimizing spreadsheets.
It’s about making clear, confident decisions about your future.
If This Feels Familiar
Schedule an Introductory Conversation
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