Helping Tech Professionals
Pay Less in Taxes and Take Career Breaks

Schedule An Introductory Call

We specialize in helping tech professionals in their 30's and 40's tax-efficiently navigate equity compensation and career breaks.

Career Breaks | Sabbaticals | Financial Independence

fee-only networkadvice-only network

Helping Tech Professionals
Pay Less in Taxes
and Take Career Breaks

Schedule An Introductory Call

We specialize in helping tech professionals
in their 30's and 40's tax-efficiently navigate
equity compensation and career breaks.

Career Breaks | Sabbaticals
Financial Independence

advice-only networkfee-only network

Our Commitment to You

Learn More

No Suits

No Ties

No Hidden Fees or Upsells

We have no products to sell you.

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

No Suits

No Ties

No Hidden Fees or Upsells

We have no products to sell you.

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.