The 15-minute checkup
A fit call. Not a pitch.
Fifteen minutes to find out if what we do matches what you need. If it does, we’ll schedule the Full Picture, a free hour on your whole situation. If it doesn’t, we’ll tell you, and point you to someone better suited.
What happens on the call. You tell me what’s going on with your company and your stock. I tell you whether it’s something we handle, and what I’d want to look at first.
Nothing to prepare. If you know roughly what you hold and when it vests, that’s plenty.
Book your checkup
No cost, no obligation. A straight answer either way.
If the calendar doesn’t load, or you’d rather I reach out, leave your details and I’ll lock a time with you.
The 15-minute Checkup is a fit conversation, not personalized financial advice.