Tax & Equity Planning for Tech Professionals Building Wealth.
You’re earning well and your company stock is growing.
On paper, everything looks great.
But navigating RSUs, ISOs, and high-income taxes brings up a quiet question:
Are we actually doing this right?
Not in a survival sense. In a sequencing sense.
In a long-term, nothing-slips-through-the-cracks sense.
I help high-income tech professionals ($300k+) build sequencing strategies so nothing slips through the cracks.
Tax-first. Fee-only. Decisive by design.
High income creates a different kind of uncertainty
When compensation gets layered with bonuses, Restricted Stock Options, Incentive Stock Options, and benefits, the challenge isn’t effort or discipline.
It’s interaction.
One decision affects another.
Taxes change the math.
Timing matters more than people expect.
Most people don’t feel panicked. They feel unsure.
They’re doing the right things, but without a clear system holding it all together.
This is where clarity comes from
The work is simple in concept, even if the details aren’t:
Every decision runs through a tax lens.
Nothing is handled in isolation.
Tradeoffs are made deliberately.
The goal isn’t to do more.
It’s to make fewer, better decisions consistently.
When the plan is clear, confidence follows.
Who this is for
This is built for people who:
Earn $250k+ with bonuses and/or equity
Where income grew faster than structure
Value clear thinking over clever moves
Want a plan that adapts as career and family evolve
If you’re looking for stock tips or shortcuts, this won’t resonate.
If you want a plan that actually fits your life, it will.
**Check out more on The Resources Page
What working together changes
You stop guessing.
You stop revisiting the same decisions every year.
You know:
what matters now
what can wait
and what’s already handled
The plan stays active.
You get your time and attention back.
The next step
If this feels less exciting and more relieving, that’s a good sign.
The first step is a short intro call to see if the fit makes sense.
No pressure.
No products.
Just a clear conversation.
If you’re not quite ready yet, you can explore resources or start with The 5-day Framework, but this is where the real work begins.