FREE GUIDE
FREE GUIDE
Ready to lose the Golden Handcuffs?
Check out our Guide to Managing Concentrated Stock
FREE GUIDE
Ready to lose the Golden Handcuffs?
Check out our Guide to Managing Concentrated Stock
What's Keeping You Stuck
Breaking Free from Corporate Constraints
Most successful professionals face the same problems when planning their exit. We can help you solve them.
Concentrated Stock
Health Coverage
Taxes
Legacy Planning
What's Keeping You Stuck
Breaking Free from Corporate Constraints
Most successful professionals face the same problems when planning their exit. We can help you solve them.
Concentrated Stock
Health Coverage
Taxes
Legacy Planning
What's Keeping You Stuck
Breaking Free from Corporate Constraints
Most successful professionals face the same problems when planning their exit. We can help you solve them.
Concentrated Stock
Health Coverage
Taxes
Legacy Planning
How We're Different
Our Approach
Smart Tax Strategy
Make smart moves, aligned with your family's goals
Insurance Continuity
Evaluate Healthcare options after corporate life
Steady Income Stream
An income plan after you exit
Clear Exit Timeline
Know exactly when you can walk away
How We're Different
Our Approach
Smart Tax Strategy
Make smart moves, aligned with your family's goals
Insurance Continuity
Evaluate Healthcare options after corporate life
Steady Income Stream
An income plan after you exit
Clear Exit Timeline
Know exactly when you can walk away
How We're Different
Our Approach
Smart Tax Strategy
Make smart moves, aligned with your family's goals
Insurance Continuity
Evaluate Healthcare options after corporate life
Steady Income Stream
An income plan after you exit
Clear Exit Timeline
Know exactly when you can walk away
Our Process
Your Path to Post-Corporate Freedom
01
Introduction
We'll get to know each other and discuss your situation, goals, and what's driving you to consider pulling the ripcord.
02
Discovery
Your advisor reviews your tax returns and investment statements to spot opportunities and potential roadblocks.
03
Get Organized
We gather and organize all your financial information to create a complete picture of where you stand today and understand your top priorities.
04
Strategic Plan
We develop your long-term strategy covering investments, taxes, concentrated stock management, and more.
05
Action Plan
You'll receive your detailed implementation roadmap with tailored strategies for executing each step of your journey.
06
Implementation
Execute your exit strategy and move toward post-corporate life. Navigate the key moves you need to get where you want to go
Our Process
Your Path to Post-Corporate Freedom
01
Introduction
We'll get to know each other and discuss your situation, goals, and what's driving you to consider pulling the ripcord.
02
Discovery
Your advisor reviews your tax returns and investment statements to spot opportunities and potential roadblocks.
03
Get Organized
We gather and organize all your financial information to create a complete picture of where you stand today and understand your top priorities.
04
Strategic Plan
We develop your long-term strategy covering investments, taxes, concentrated stock management, and more.
05
Action Plan
You'll receive your detailed implementation roadmap with tailored strategies for executing each step of your journey.
06
Implementation
Execute your exit strategy and move toward post-corporate life. Navigate the key moves you need to get where you want to go
Our Process
Your Path to Post-Corporate Freedom
01
Introduction
We'll get to know each other and discuss your situation, goals, and what's driving you to consider pulling the ripcord.
02
Discovery
Your advisor reviews your tax returns and investment statements to spot opportunities and potential roadblocks.
03
Get Organized
We gather and organize all your financial information to create a complete picture of where you stand today and understand your top priorities.
04
Strategic Plan
We develop your long-term strategy covering investments, taxes, concentrated stock management, and more.
05
Action Plan
You'll receive your detailed implementation roadmap with tailored strategies for executing each step of your journey.
06
Implementation
Execute your exit strategy and move toward post-corporate life. Navigate the key moves you need to get where you want to go
What to Expect
Your Freedom Timeline
We know you're eager to move forward. Here's exactly what progress looks like at every stage of your exit journey.
30 Days
Get Clear
Complete your discovery process and organize all your financial information. We'll create a complete picture of your current situation and identify immediate opportunities.
90 Days
Strategic Plan
We'll work to construct strategies to manage your concentrated stock position, minimize your tax bill, and map your timeline to freedom the key moves you need to make to get there..
6 Months
Execute
Your plan is being implemented with tailored strategies in action. Investment portfolio optimized, tax strategies deployed, and you're confidently moving toward your goals.
What to Expect
Your Freedom Timeline
We know you're eager to move forward. Here's exactly what progress looks like at every stage of your exit journey.
30 Days
Get Clear
Complete your discovery process and organize all your financial information. We'll create a complete picture of your current situation and identify immediate opportunities.
90 Days
Strategic Plan
We'll work to construct strategies to manage your concentrated stock position, minimize your tax bill, and map your timeline to freedom the key moves you need to make to get there..
6 Months
Execute
Your plan is being implemented with tailored strategies in action. Investment portfolio optimized, tax strategies deployed, and you're confidently moving toward your goals.
What to Expect
Your Freedom Timeline
We know you're eager to move forward. Here's exactly what progress looks like at every stage of your exit journey.
30 Days
Get Clear
Complete your discovery process and organize all your financial information. We'll create a complete picture of your current situation and identify immediate opportunities.
90 Days
Strategic Plan
We'll work to construct strategies to manage your concentrated stock position, minimize your tax bill, and map your timeline to freedom the key moves you need to make to get there..
6 Months
Execute
Your plan is being implemented with tailored strategies in action. Investment portfolio optimized, tax strategies deployed, and you're confidently moving toward your goals.
Our Services
Choose Your Exit Strategy
We have services for one-time corporate exit plans as well as ongoing support to manage your concentrated stock and financial life. Our goal is to get you from corporate to freedom.
one time strategic plan
$6,500
Timeline:
3-6 months
Get your complete strategic plan with tax optimization, concentrated stock management, and transition planning. Perfect for those who want expert guidance and can implement independently.
Complete roadmap
Concentrated stock strategy
Tax optimization planning
Cash flow projections
Implementation timeline
ongoing planning
1.25% AUM
(decreasing with account size):
Timeline:
Ongoing Relationship
Full-service planning and investment management for those who want ongoing support managing concentrated positions, optimizing taxes, and navigating major transitions.
Everything in strategic plan
Investment management
Annual plan updates
Ongoing tax planning
Concentrated stock oversight
Our Services
Choose Your Exit Strategy
We have services for one-time corporate exit plans as well as ongoing support to manage your concentrated stock and financial life. Our goal is to get you from corporate to freedom.
one time strategic plan
$6,500
Timeline:
3-6 months
Get your complete strategic plan with tax optimization, concentrated stock management, and transition planning. Perfect for those who want expert guidance and can implement independently.
Complete roadmap
Concentrated stock strategy
Tax optimization planning
Cash flow projections
Implementation timeline
ongoing planning
1.25% AUM
(decreasing with account size):
Timeline:
Ongoing Relationship
Full-service planning and investment management for those who want ongoing support managing concentrated positions, optimizing taxes, and navigating major transitions.
Everything in strategic plan
Investment management
Annual plan updates
Ongoing tax planning
Concentrated stock oversight
Our Services
Choose Your Exit Strategy
We have services for one-time corporate exit plans as well as ongoing support to manage your concentrated stock and financial life. Our goal is to get you from corporate to freedom.
one time strategic plan
$6,500
Timeline:
3-6 months
Get your complete strategic plan with tax optimization, concentrated stock management, and transition planning. Perfect for those who want expert guidance and can implement independently.
Complete roadmap
Concentrated stock strategy
Tax optimization planning
Cash flow projections
Implementation timeline
ongoing planning
1.25% AUM
(decreasing with account size):
Timeline:
Ongoing Relationship
Full-service planning and investment management for those who want ongoing support managing concentrated positions, optimizing taxes, and navigating major transitions.
Everything in strategic plan
Investment management
Annual plan updates
Ongoing tax planning
Concentrated stock oversight
Who we help
We work with ambitious professionals who want to make smart moves and wise next steps.
You've worked hard to build wealth, but that wealth has become golden handcuffs. You know you have enough money to make a change, but you'd like help making smart moves with your exit plan and your company stock.
Maybe you want to start consulting. Perhaps you're dreaming of early retirement by the beach. Or you simply want the freedom to choose how you spend your days without worrying about benefits or cash flow.
We help equity holders and high-earners who are ready to pull the ripcord but want expert guidance to do it right. Our clients typically have $2 million or more in assets and are going through a major life transition.
If you're looking for a tax-smart investment and financial plan, you're exactly who we help.
Who we help
We work with ambitious professionals who want to make smart moves and wise next steps.
You've worked hard to build wealth, but that wealth has become golden handcuffs. You know you have enough money to make a change, but you'd like help making smart moves with your exit plan and your company stock.
Maybe you want to start consulting. Perhaps you're dreaming of early retirement by the beach. Or you simply want the freedom to choose how you spend your days without worrying about benefits or cash flow.
We help equity holders and high-earners who are ready to pull the ripcord but want expert guidance to do it right. Our clients typically have $2 million or more in assets and are going through a major life transition.
If you're looking for a tax-smart investment and financial plan, you're exactly who we help.
Who we help
We work with ambitious professionals who want to make smart moves and wise next steps.
You've worked hard to build wealth, but that wealth has become golden handcuffs. You know you have enough money to make a change, but you'd like help making smart moves with your exit plan and your company stock.
Maybe you want to start consulting. Perhaps you're dreaming of early retirement by the beach. Or you simply want the freedom to choose how you spend your days without worrying about benefits or cash flow.
We help equity holders and high-earners who are ready to pull the ripcord but want expert guidance to do it right. Our clients typically have $2 million or more in assets and are going through a major life transition.
If you're looking for a tax-smart investment and financial plan, you're exactly who we help.
Ready to Pull the Ripcord?
You've built serious wealth in corporate, but now you're ready for something bigger. We help equity holders and high-earners escape the golden handcuffs and transition to the life they actually want to live.
Ready to Pull the Ripcord?
You've built serious wealth in corporate, but now you're ready for something bigger. We help equity holders and high-earners escape the golden handcuffs and transition to the life they actually want to live.
Ready to Pull the Ripcord?
You've built serious wealth in corporate, but now you're ready for something bigger. We help equity holders and high-earners escape the golden handcuffs and transition to the life they actually want to live.