WORKING TOGETHER
Are you looking to delegate some of your personal financial planning to a capable professional that you can trust to help you pursue the greatest return on life? Do you want to be better educated, more proactive and ultimately more intentional with your wealth? If one of these descriptions sounds like you, we would love to speak with you and see if we might be a good fit to work together.
EQUITY COMPENSATION - I am employed by a publicly traded company, and a significant portion of my wealth is concentrated in one or just a few company stocks. My compensation is tied, at least in part, to the value of the company I work for. With Restricted Stock Units (RSUs), stock options, and Employee Stock Purchase Plans (ESPPs) as part of my compensation package, I want a deeper understanding of how to make the most of these opportunities and use them to help achieve my broader financial goals.
SMALL BUSINESS OWNER - I own my own business and I am good at what I do, but financially I am a little unorganized and lacking intentionality. I want my financial life to run more effectively, starting at the business level and translating well into my personal financial goals. I have questions about business structure and am curious which employer-sponsored retirement plan may be the best fit for my needs and long-term objectives.
PRE-RETIREE / RETIREE - I am less than five years away from retirement, I want to make sure I'm making the right decisions. As I begin to determine whether work is optional and no longer mandatory, I want the confidence that comes from carefully designing my retirement plan and getting it right. I wonder whether or not I'll be able to live comfortably on my investments and Social Security benefits. I have questions about how to structure my assets to provide reliable income and support my lifestyle for years to come. I am also concerned about the potential financial impact of health insurance cost and long-term care expenses and how to intentionally prepare for that.
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