27+ Years Helping Engineers, Founders & Tech Executives Who Think Differently
Clarity. Confidence. Control.
We serve as a thinking partner for engineers and executives with $2M–$10M+, helping them simplify financial complexity, optimize stock compensation, and plan for financial independence—through a personalized, fee-only approach.
Financial Planning Financial Planning can help you answer many questions or learn impactful strategies:
Financial Independence:Â What does it take to not run out of money?
Education: Find out the tax and cost efficient ways to save funds for your children or grandchildren.
Risk: Do you have enough/too much insurance? Are you paying too much?
Tax Planning:Â Click here to learn more about tax planning.
Estate Planning:  Have you protected your family?  Have you properly titled your accounts?
Debt: Should you refinance your home mortgage?
Charitable: Learn strategies to increase the impact of your charitable dollars.