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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.
Media Coverage & Expert Features
Meredith has appeared on television and radio, been quoted in national print publications, published numerous articles in California journals, and served as a guest speaker to groups including corporations, private foundations, alumni groups, and women’s organizations.
Podcast Interview with Chris Brodhead of Ultra High Net Worth Clients Podcast
April, 2024
KTVU Interview


KTVU Interview

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