Let's build a plan that gives you options.
Fee-only financial planning for tech professionals and their families. I help bring equity compensation, taxes, and competing priorities together into one clear financial and life plan.
Translation: I'm legally required to put your interests first, I don't earn commissions, and I've met the rigorous education, training and ethical standards of the CFP Board.
INSIGHTS FEATURED IN
Sound familiar?
Success shouldn't feel this stressful.
You are building significant wealth, but managing it alongside a high-pressure career shouldn't feel like a second job.
MY APPROACH
Humans first.
Spreadsheets second.
No judgment on spending. No scolding for a last-minute reschedule. Just a partnership that replaces financial anxiety with clear, calm decisions, built around who you actually are.
FIDUCIARY
I am legally bound to act in your best interest. Always.
FEE-ONLY
I never sell financial products, collect kickbacks, or earn commissions.
INCLUSIVE
Show up as you are. I welcome people of color, LGBTQ+ families, and those who are neurodivergent.
KIND
I’m here to support your journey with empathy, ensuring you feel heard, respected, and confident in every financial decision.
"
The point isn't just to have money. It's to have options.
– THERESA PABLOS, CFP®
"
HOW IT WORKS
You don't need another tool.
You need a roadmap.
A seven-step process designed for the complexity of tech life, from your first conversation to ongoing optionality.
DEEP EXPERTISE
The financial complexity of tech, demystified.
You don't need to explain what an ISO is. I already know.
I love nerding out on equity compensation, AMT calculations, and exit planning, which is why my practice is built entirely around clients like you: high-earners in tech navigating real complexity, in real time. Serving clients coast to coast from California.
FEES
Full service for a simple fee.
I charge a percentage of the assets I manage. This aligns our incentives: I do better when you do better. Advisory services are offered through Avise Financial Cooperative, Inc., a Registered Investment Adviser, doing business as Equalis Financial.
Annual FEE
0.6%
on assets under management
MINIMUM ANNUAL FEE
$7,200 - $8,400
WHAT'S INCLUDED
Year-Round Support
Seasonal meetings, on-demand check-ins, and unlimited email support.
Comprehensive Planning
Cash flow, retirement modeling, and children's education funding.
Investment Management
Portfolio construction, rebalancing, and direct indexing.
Tax Coordination
Proactive planning and coordination with your CPA.
Not sure if this is right for you? The discovery call is free, no-pressure, and designed to answer exactly that.
Common questions
Questions you might have.
Below are just some of the questions I can help answer. Or book a free discovery call and we'll talk through your specific situation.
How do I know if my finances are complex enough for an advisor?
Why isn't my default RSU withholding enough to avoid a surprise tax bill?
We're thinking about buying a house. How do we know if we can afford it?
How do we reduce concentrated employer stock without regret?
Should I exercise my ISOs now or wait?
My company is going public. What should I do with my options?
I'm 40 with $1M saved. When can I realistically retire?
Can I invest without compromising my values?
READY TO TALK?
A 45-minute call.
No pressure. No pitch.
We'll cover your goals, walk through how the fee structure works, and figure out if we're a good fit. If we're not, I'll tell you.