Tech Professionals
Your Income Changes Faster Than Most Financial Plans Can Keep Up.
RSUs, IPOs, startup equity, and a career that moves at a pace most advisors are not built for. We are.
Generic Financial Advice Was Not Built for This
You are an engineer, product manager, or founder in an industry where compensation looks nothing like what the standard financial planning playbook expects. Your total comp might double in a year from a new grant. Your net worth might be 80% concentrated in one stock. You might be sitting on pre-IPO equity that could be worth everything or nothing.
The financial decisions you face are high-stakes and time-sensitive. Exercise the ISOs before year-end or wait? Sell the RSUs at vest or hold for long-term gains? How much of the ESPP to participate in? What happens to your unvested stock if you change jobs? These are not questions you can answer with a rule of thumb.
We work with tech professionals across the country, with a particular focus in the Austin market. Our team member Todd Koenig is based in Austin and works specifically with professionals in the tech community who need a plan built for the pace and complexity of their careers.
What We Hear Most
Sound Familiar?
My RSUs vest quarterly and I have no strategy for them
Most people either sell immediately or hold everything. Neither is a strategy. We build a vesting-aware plan that accounts for your tax bracket, concentration, and goals.
I might have an IPO or acquisition coming
Lock-up periods, 10b5-1 plans, Rule 144 restrictions. The planning window is narrow. We help you build a pre-liquidity strategy months before the event.
I am over-concentrated in one stock and I know it
But selling triggers taxes, and the stock keeps going up. We build a disciplined diversification schedule that balances tax efficiency with risk reduction.
My financial life feels too dynamic to plan around
You are waiting for the next vesting cliff, the next funding round, the next job offer. But waiting has a cost. Every year of unmanaged tax exposure and undiversified risk compounds.
I do not know if my advisor understands equity comp
Ask them to explain the AMT crossover point for your ISO grants or walk through a 409A valuation. If they cannot, they are not equipped for your situation.
How We Help
Services Built for You
The best time to build a plan is before you need one urgently. In tech, that window is shorter than you think.