Financial Planning for Founders and Tech Workers

Spend less time worrying about your finances, more time enjoying life. Think of us like your personal trainer, but for your money. We help you perform at a high level by getting your personal finances in shape. By pulling together the fragmented pieces of your financial life, you’ll gain confidence, clarity, and financial freedom.


Work with our fiduciary CERTIFIED FINANCIAL PLANNER™ professionals to simplify your financial life today.

Financial Planning Package

This package includes up to four 90-minute meetings where we'll cover each of the points below, giving special attention to your top priorities. The end result: specific recommendations tailored to you that you can trust.

If you’re looking only for some quick tips - then we’re not a good fit. This will take effort on your part. We’re going to push you to challenge your attitudes toward money in general, spending and saving specifically, so that you can make good choices today which will produce epic results in the future.


Financial Planning for Founders and Tech Workers


One-time fee paid in two installments

  • Personal Cash Flow Planning
  • Emergency Fund Establishment & Funding
  • Employer Stock Option AdviceĀ 
  • Student LoanĀ & Debt Payoff
  • Credit Report & Score Review
  • Personal Insurance Assessment
  • Higher Education Planning
  • Investment Risk AssessmentĀ 
  • Rebalancing Recommendations
  • Wealth-building & IRA's; Roth vs Traditional
  • Crypto Asset Assessment
  • Business Organization: Proprietor vs LLC vs Sub S Corporation
  • Plans for Small Businesses: SEP IRA, SIMPLE IRA, and 401k plansĀ 
  • Tax Scenarios for Sole Proprietor, LLC, and Sub S Corporations
  • Tax Scenarios with Employer-Sponsored Retirement Plans
  • Financial Plan Creation
  • 3-month Follow Up Meeting

You are a high-value person, and function at a super-high level.

You need to get your finances handled at an equally high level.  It is time to hire professionals who are experts at this, just as you are an expert in your field.  If you’re up for a challenge, are an action-taker, and are ready to be coached – then you’ve come to the right place. 

Take Action

You've completed your financial plan. Now what?

Financial Planning Subscription


Per Month

Once you're in financial shape it takes work and focus to stay in shape. After we've delivered your financial plan, this is your all-access pass to our CFP® professionals. As your life changes, so will your financial plan.

Here's what we'll deliver:

Ready to start your journey to financial fitness?

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