News and Updates
Before You Say Yes to That Board Seat
Getting asked onto a board on its way to an IPO, with a seven figure equity grant attached, sounds like an easy yes. A listener in exactly that spot, invited […]
What “We’ll Make You Whole” Needs to Mean
A recruiter is offering you a 40% comp bump to jump to a competitor. Sounds great, until you look at what you’re leaving behind: $2.8 million in unvested RSUs and […]
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 […]
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.