Services & Fees
Transparent, flat-fee pricing.
No AUM fees. No commissions. Just aligned advice.
Most Popular
Ongoing Planning
$2,500 one-time setup
$800 / month
- Comprehensive financial plan
- Equity compensation strategy
- Tax planning & optimization
- Investment management
- Risk management & estate planning
- Ongoing meetings & adjustments
- Year-round access via email, phone, & video
Tax Event Consulting
$2,250 one-time
- 60+-minute deep-dive session with prepared & interactive modeling
- IPO / liquidity event planning
- ISO / NSO exercise strategy
- AMT analysis & optimization
- RSU vesting tax planning
- Concentrated stock diversification
Q&A Session
$750 one-time
- 60+-minute deep-dive session
- Targeted financial questions
- Equity compensation guidance
- Written summary of recommendations
- Great for a second opinion
- No ongoing commitment
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Common Questions
Why flat fees instead of AUM?
AUM fees create a conflict of interest — the more assets you keep invested, the more I earn. Flat fees mean my advice is always aligned with what's best for you, whether that's paying down a mortgage, exercising options, or investing more.
Do you work with clients outside SF and Boston?
Yes! While many of my clients are in the Bay Area and Boston, I work with tech professionals nationwide. All meetings are virtual.
What's included in the free intro call?
A 20-minute conversation to understand your financial situation, discuss what you're looking for, and determine if we're a good fit. No pressure, no sales pitch.
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Let's talk about your plan.
Book a free intro call to see if we're a good fit.