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.
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.