Helping Tech Professionals
Make Work Optional and Take Career Breaks

Schedule A Conversation

We specialize in helping tech professionals in the San Francisco Bay Area
and beyond tax-efficiently navigate equity compensation and career breaks.

Career Breaks | Sabbaticals | Financial Independence

Helping Tech Professionals
Make Work Optional
and Take Career Breaks

Schedule A Conversation

We specialize in helping tech professionals
in the San Francisco Bay Area
and beyond tax-efficiently navigate
equity compensation and career breaks.

Career Breaks | Sabbaticals
Financial Independence

Is your employer launching a tender offer or going public and you want to optimize your equity?

Do you want to retire early, take a sabbatical, or shift to more personally meaningful but lower paying job?

Are you going through life transitions like starting a new job, buying a new home, getting married, or raising a family?

Are you holding ISOs, NSOs, RSUs but you aren't sure what you should do?

Do you have a lot of ISOs but are worried about incurring or managing AMT?

Have you gotten hit with an unexpected tax bill and don't want to get burned on taxes again?

Have you done well with your investing but don't feel you have a solid plan?

Are you considering making moves like Roth conversions but not sure if you should and how much?

Have you heard about Backdoor and Mega Backdoor Roths but you aren't sure if they're for you or how you would do them?

Are you getting close to a Financial Independence number but aren't sure if you're ready to make the move?

Check out the IPO Guide on our Blog…

Anticipating an IPO, Direct Listing, or an Acquisition? Start here! 👇

Andy Moran - professional shot

Meet Andy Moran

I was born and raised in the San Francisco Bay Area and helped grow a startup there fresh off Series A to nearly $100M in annual recurring revenue before taking my own career break in 2020 and starting the journey of becoming a Certified Financial Planner in 2021.

Our Commitment to You

Learn More About Our Services

No Suits

No Ties

No Hidden Fees or Upsells

Transparency

Every recommendation is based on YOUR interests, not ours.

We meet you where you are to get you where you want to go.

We provide a safe space and seek to be like a combination of a trusted friend,
personal tutor, and guide through a changing landscape.

Our Commitment to You

Learn More
About Our Services

No Suits

No Ties

No Hidden Fees or Upsells

Transparency

Every recommendation is based
on YOUR interests, not ours.

We meet you where you are
to get you where you want to go.

We provide a safe space and seek
to be like a combination of a
trusted friend, personal tutor, and
guide through a changing landscape.

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