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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.
Recommended Reading
Behavioral Science & Planning
#1
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Happy Money: The Science of Happier Spending
by Elizabeth Dunn and Michael Norton
Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money
By Carl Richards
#3
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One Page Financial Plan: A Simple Way to Be Smart about Your Money
By Carl Richards
Values Based Financial Planning: The Art of Creating and Inspiring Financial Strategy
By Bill Bacharach
Investing
#1
Simple Wealth, Inevitable Wealth
By Nick Murray
#2
The Little Book of Common Sense Investing
By John Bogle
#3
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A Random Walk Down Wall Street: The Time Tested Strategy for Successful Investing
By Burton Malkiel
Winning the Loser's Game: Timeless Strategies for Successful Investing
By Charles Ellis
What Wall Street Doesn't Want You to Know: How You Can Build Real Wealth Investing in Index Funds
By Larry E. Swedroe
Stocks for the Long Run 5/E: The Definitive Guide to Financial Market Returns & Long Term Investment Strategies
By Jeremy J. Siegel
Charitable Giving
#1
The Art of Giving: Where the Soul Meets a Business Plan
By Charles Bronfman
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