You’ve come into some amazing benefits and opportunities, but aren’t sure you’re on the right track OR if you’re missing opportunities, let alone the next steps. No wonder you’re stressed! These things get complex, fast. Take a minute to *breathe*

Once we get clarity on what you want and who you are, the path presents itself.

Unlike the law firm world, in-house compensation is hard to pin down. We can help figure out if you’re getting the market rate. And we monitor it annually to make sure you keep up.

You have an alphabet soup of choices (RSUs, ESPP, ISOs, and more!) We can help on the technical side and just need your help to search your heart for what ultimately matters to you and yours.

We will walk you through the taxes and investment decisions. Again, stop and *breathe*

What should you ask from the prospective company to make up for the loss of stock grants at your current employer? What about the old 401k? Which benefits should you pick?

We can help.

Is life not quite what you want? Maybe you like your work but not your employer. Or you may want to downshift to a position that gives you time freedom. Can you?

We can hold space for you to contemplate what’s most important — and confirm it’s doable.

You are very fortunate and would love to be generous, but want to know if you can (or how much), or even what the best way is?

We can’t wait to show you some powerful strategies that help others and are tax efficient. And we make sure your goals aren’t compromised in the process.

You have some major decisions but not enough time to fully evaluate them. You are not confident you’re making the right call.

We can help shortcut the decision process and use your vision to narrow to the best possible options.