News and Updates
The Deferred Comp Election You Shouldn’t Set and Forget
A listener wrote in with a situation I see often. His company’s deferred comp election window opens every November, and for years he’s simply defaulted to a lump sum payout […]
Pre-IPO Planning: What to Do Before the Lockup Lifts
A software engineer at one of the major AI companies wrote in this week. He joined three years ago, the company is heading toward what could be one of the […]
Stacking a Cash Balance Plan on Top of a Solo 401(k)
For high-earning consultants who have already maxed out their solo 401(k), the next question that tends to come up is whether to add a cash balance plan on top. The […]
Why Your Employer Is Paying You in Stock Instead of Cash
If your employer has announced a shift toward stock-based compensation, you might be wondering what’s actually driving that decision. Is it better for the company? What does it mean for […]
Family Office Strategy: Outsourcing vs. Hiring for Long-Term Growth
When you’re in the early stages of building out a family office, it’s tempting to move quickly. But one of the most common questions I hear is whether starting with […]
What’s Next?
Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.