Make the Most of Your ESOP
With an ESOP you've got a great opportunity to build serious wealth. It can be a definite game-changer, but...make sure you understand how it really works and how it can fit in your big picture.
Don't Just Build Wealth, Experience It
Can I... take a Sabbatical? Change Careers? Retire Early?!
How should I handle my stock options and RSUs?
How do I stop worrying about running out of money in retirement?
Should I invest in my ESPP?
How can I avoid another surprise on my taxes next year?
How can I enjoy (spend during!) my early retirement years confidently?
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.
Put the 4% Rule to Rest Please!
Give yourself a License to Spend in retirement.
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?
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.
