A straight answer before you book anything.
Most of the people we work with earn $300,000 or more as a household, or have $500,000 or more invested, and get paid partly in stock. If you’re close, book the Checkup anyway.
Your company is being acquired, heading for an IPO, or running a tender offer, and a real part of your pay is RSUs, options, or ESPP shares.
One stock has become most of your net worth, or enough of it that a bad year would change your plans.
You’ve changed jobs a few times. There are accounts you’ve never organized, and no plan that ties them together.
The tax side has outgrown you. RSU withholding that wasn’t enough, an exercise decision, AMT, or a year with far more income than usual.
You’re a couple with two incomes and two sets of equity, married or not, and you’d rather make one decision together than a dozen apart.
Something big is moving. An inheritance, a parent who now needs help, a divorce, a windfall you didn’t plan for.
There’s no equity and no event ahead, and your situation is one a steady savings rate and a simple portfolio already handle. Read the letters. They’re free.
You want someone to pick stocks or call the market. That isn’t what we do.
You want the plan for free. The Plan is $5,000 because the Plan is the product, not a step toward selling you something else.
You want an adviser in the room every week. The Plan is built in 30 days, and the ongoing relationship is deliberately light.
Most are in their forties and fifties, in tech or biotech, often with kids and sometimes a parent to look after, paid in a way that makes the tax and the timing matter. Younger and older happens all the time. Single, married, partners without the paperwork, LGBTQ+ couples. The situations rhyme even when the households don’t.
If you’re on the fence, fifteen minutes settles it.
A fit call, not a pitch. If we’re not the right fit, you’ll hear that too, along with where to look instead.
The Checkup is a fit conversation, not personalized financial advice. Nothing on this page is a recommendation.