27+ Years Helping Engineers, Founders & Tech Executives Who Think Differently
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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.
Updated: Jun 13, 2025
Kicking off a series around the details that go into creating a financial plan for clients and their future. First up - Inflation. Click below for full transcript.
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