Complimentary Assessment
Schedule Your Complimentary Assessment
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.
Simple Process
How It Works
01
Introductory Call
A 15-minute phone call to learn about your situation and see if we are a good fit.
02
Discovery Meeting
We discuss your financial priorities, equity compensation, and what matters most to you.
03
Assessment Review
We present our findings and recommendations with a clear, personalized action plan.
Ideal For
- Equity compensation valued over $1 million
- Considering early retirement or career transition
- Startup founders with a liquidity event on the horizon
- Tech executives looking to optimize taxes and grow wealth
Your Complimentary Review Includes
- Equity compensation analysis (ISOs, RSUs, ESPP, options)
- Tax and investment evaluation
- Personalized action recommendations
Not ready to schedule? Download our ePapers to learn more about how we help tech executives make smarter financial decisions.
Ready to Get Started?
Book a complimentary 15-minute introductory call with Virg Cristobal, CFP® to discuss your financial goals.
I'm Ready! Schedule My Call