I help busy tech executives simplify their (financial) lives

I have all of these stock options I'm not sure what to do with...

RSUs, ISOs, NSOs, PSUs, etc. It can be difficult to develop a plan around equity compensation and ensure you are utilizing the tax advantages this type of compensation can provide.

My company is going through a liquidity event (IPO, Aquistion, Merger) and I want to make sure I maximize this opportunity.

This is an exciting and life changing time, let's make a plan together.

I'm feeling burnt out on my tech job and wonder if I can afford a break.

Burnout is real and hitting the "reset button" can be just what you need. Finding out what that means for your finances can help bring peace of mind.

I want to make sure I'm providing for my family's future.

From education savings to teaching your kids to be financially responsible being a parent requires so many important decisions.

Hi, I'm Ben

I've worked with everyone from college students to c-suite executives. I found a passion for helping tech workers navigate the complexity of equity compensation and the amazing planning opportunities it provides. I am a CERTIFIED FINANCIAL PLANNER™ who has taken an fiduciary oath to always act in the best interest of my clients.