Tech Professionals
Turn Tech Equity Into Lasting Wealth
Stock options, RSUs, ESPP, and startup equity create complex financial decisions. I work with tech professionals in the Pacific Northwest on coordinated compensation planning.
Equity Compensation ReviewHow I Help Tech Professionals
Stock Options & RSUs
Navigate ISOs, NQSOs, and RSUs across any tech company. I help with exercise timing, tax optimization, and diversification strategies.
IPO Planning
When your company files to go public, the planning window is short. I model ISO exercise timing relative to the expected offering price, project AMT exposure, and build a post-lockup diversification plan before your first sale opportunity arrives.
Concentrated Positions
Reduce single-stock risk without triggering unnecessary taxes. Systematic diversification, charitable strategies, and hedging options.
FIRE Planning
Many tech professionals aim for financial independence and early retirement. I build bridge strategies and tax-efficient withdrawal plans. Retiring early also means a longer drawdown and more exposure to sequence-of-returns risk, which I plan for directly.
Startup Equity
Evaluate your equity package before you join or when you receive a new grant. I help with early exercise decisions, 83(b) elections within the 30-day window, and whether your shares qualify for the QSBS federal tax exclusion under Section 1202.
Cross-Border Planning
H-1B, L-1, and international employees face specific tax and immigration-related financial considerations. I coordinate across jurisdictions.
Ready to take the next step?
Schedule a discovery call to talk through your situation and see if we are a fit.