How We Work Together
1) Consultation
- 30-Minute Compatibility Check to see if we might be a good fit
- 60-Minute Discovery Session to explore your goals and values more deeply and meet your partner, if applicable
- I provide you with a forward-looking roadmap of how we would work together going forward
- You decide to work with me, or not
2) Onboarding
- Typically 3-6 meetings
- Get organized… and inspired!
- Review and optimize cash flow
- Life plan – want to purchase a home in the Bay Area, take a career break, retire early, shift into part-time work? We’ll make a plan for that
- Develop your equity compensation strategy
- Create a plan for managing concentrated stock positions
- Coordinate your investments to work for you over the long-term in a tax-efficient manner
- Evaluate your last two tax returns for future opportunities, project current-year taxes, and make a plan to optimize your tax strategy going forward
- Create a plan for maximizing your employer benefits
- Create your financial independence roadmap
- Review insurance and estate planning needs
3) Ongoing
- Implementing tax-efficient investing strategies based on your values and goals
- Advisement on all investments including your 401(k)s, Health Savings Accounts, etc.
- Planning for liquidity events as they arise and leveraging them to achieve your long-term goals
- Checking in ideally at least twice per year to review cash flow, equity, and investments and to proactively plan for what’s next
- Accountability and assisting with short and long-term goal implementation
- Coordinating with your tax preparer to ensure our strategies are implemented and that your taxes have been correctly filed
- Acting as a sounding board for life decisions as you plan for events like purchasing a home, raising a family, taking a sabbatical, getting into consulting, or retiring early
- Ensuring you’re maximizing employee benefits as annual limits change and you change employers
- Ensuring your insurance and estate plan remains sufficient as your circumstances change
