Our 3-step process for Tech Executives, who want to get smart with their stock, to evaluate what we do and empower them to make a confident decision about working with us.
Most of our clients...
- Have equity compensation valued over $1 million.
- Are thinking of early retirement.
- Are Start-up Founders or Entreprenuers.
Your Complimentary Assessment will include:
- Review of your Equity Compensation
- Tax and Investment Analysis
- Personalized Action Plan
Step 1: Schedule 15-minute phone call
A 15-minute call will give us both a chance to get to know each other to determine if we are a good fit.
STEP 2: Discovery Meeting
During this initial meeting, we will discuss your financial commitments, concerns, and what is important to you.
STEP 3: Assessment Review
With your Financial Assessment complete, we will have another meeting to share our findings and recommendations to optimize your equity compensation and investments, lower taxes, and start building a lifestyle that reflects what is important to you.
We value long-term relationships, not just a quick transaction. If you feel like we’re not a good fit, no worries! We’ll be more than happy to assist you in finding another advisor who’s the right fit for your needs. Rest assured, we never engage in hard-selling or apply any pressure to coerce a “yes” from you. Your decision is entirely respected and valued.
