Build real wealth
on your terms.
Personalized financial counsel for high-earning professionals. No templates, no generic advice. A clear strategy designed for complex lives.
Bespoke Planning for Builders & Physicians
Personalized advice,
no templates.
Standard financial planning is built for the masses. It's built on templates, generalized models, and mediocre outcomes.
I serve people with
complex situations.
I only work with founders and physicians. Why? Because I understand the weight of your decisions. PSLF. Complex entity structures. High-leverage exits. You build; I manage the strategy that secures the results.
Individual Advisory.
Exclusive wealth strategies for high-earning individuals.
Founders & Execs
Founders and operators scaling between $5M-$50M in revenue who need a partner who actually understands business structures and taxes.
Physicians
Residents, fellows, and attendings who are tired of guessing on student loans, taxes, and investments.
How I Work.
A precise, logical sequence for busy professionals.
Discovery
An initial 30-minute conversation. No pitch, no generic advice. I learn about your situation, you decide if I'm the right partner.
Strategy
A deep-dive into your financials — income, debt, investments, and tax structures. We look at every detail.
Plan Delivery
Specific, actionable recommendations. What to do, when to do it, and how it secures your goals.
Support
Life changes, and your plan should too. We stay in alignment, adjusting the strategy as your career transitions.
Ideas worth
reading.
Quick insights on equity comp, tax strategy, and wealth building. No fluff.
When to Exercise Your Stock Options
The decision of when to exercise stock options is one of the most consequential financial choices a startup employee will make. Here's a framework for thinking about it clearly — without the panic.
Most people either exercise too early (wasting cash) or too late (missing tax advantages). The right answer depends on your strike price, current 409A valuation, and your personal cash flow situation. Let's break down the three scenarios...
Resources
Explore the complete archive of strategic research.
Browse JournalReady to
Secure
your future?
Schedule a 30-minute consultation. We'll discuss your situation and how I can help.