Making RSUs Work For You
How much of my RSUs should I sell when they vest? How do I handle the tax hit? Should I rely on them as part of my long-term strategy?
Don't Just Build Wealth, Experience It
What do I do with my Stock Comp or Stock Options?
How much & where should I be saving?
Can I... take a Sabbatical? Change Careers? Retire Early?!
Should I invest in my ESPP?
How can I avoid another surprise on my taxes next year?
Can I afford to relocate?
Real Financial Planning Engineered to Meet Real Life Head On.
Planning > A Plan
Forget Set-It-and-Forget-It. Life doesn’t stand still—and neither should your financial plan. As your life changes, adapt your plan to keep you moving toward your goals.
Simple > Complex
Avoid over complicating things where you can. There is enough complexity in our finances let alone our lives to add anymore than we have to.
Agile = Robust
Life is unpredictable, and your financial plan should be ready for it. Embracing flexibility and refining your plan as life changes, helps you adapt and thrive—without relying on guesswork.
Focus
There’s a lot in life—and in finance—that’s out of our hands. But real success happens when we focus on the things we can control, one intentional decision at a time.
End of Year Tax Planning Checklist
Most people treat tax season like a last-minute sprint, frantically gathering documents and hoping for the best. Let’s change that this year by being proactive now to make things easier on you next spring. Here's your Quick EOY Tax Checklist.
Your Portfolio Won't Get You Anywhere
A Portfolio Isn't A Plan. Your portfolio is an engine, but an engine sitting on blocks in your garage won't get you anywhere. Just as a car needs fuel, a chassis, and a navigation system to reach its destination, your portfolio needs to be an integral part of your financial big picture and plan.
Modern and Digital-Forward
I'm located in Huntsville, AL (aka Rocket City), but serve clients across the country. We meet our clients virtually via phone or video chat. In fact, we have found that even local clients often prefer meeting via phone/video to better fit their busy lives.
We use modern technology to maximize convenience and security. Digital account access, virtual communication, and cloud-based portals help you manage your finances quickly and easily no matter where you are.
