We help tech and medical
executives with Stock Options
pursue financial independence.

We break down the complex situations our clients face into a simple action plan.

Start Planning Now
Reduce Stress
Have Confidence
Live Your Life
Jade
Product manager at tech startup, 34 years
*This is a hypothetical situation based on real life examples. Names and circumstances have been changed.
$250,000 base salary, potential 20% bonus + equity compensation and options
— “I know I should be paying more attention to my finances, it’s hard to find the time and know what information to trust. I have a family that means the world to me and I want to be certain I’m doing all I can to provide for them. How do I know I am saving enough for college? Is our current home big enough for our growing family? Do I max out my 401(k) and should I choose Roth or Pre-Tax?”

Be confident in your plan - Live Your Best Life

When it comes to financial planning, many of us delay taking action. There are many choices. It can feel daunting and overwhelming.

So people get stuck in indecision which can delay working towards goals, or people make bad decisions that cause missed opportunities and potentially jeopardize their future.
‍
A simple mistake can cost you greatly.

It doesn’t Have to be that way.

I’ve helped 170+ families develop their personal vision of financial independence.

My team has developed and refined a planning process that puts all the pieces of the financial puzzle together for our clients.

Let us help you and your family get focused on pursuing your goals.

How It Works -Our Planning Process

We provide the tools and strategy you need to craft your vision of financial independence.

Investment
Advisory Services
Hover to
learn more

An open architecture platform with multiple strategies, and experienced asset managers, low cost ETF portfolios to position our clients to pursue their goals.

Risk
Management
Hover to
learn more

Assessing your individual risk tolerance, identifying potential threats to your financial goals, and recommending appropriate strategies to mitigate those risks.

Comprehensive Financial Planning
Hover to
learn more

We will design a strategy to address your short-term objectives and provide guidance so they align with your long-term goals. We will help you define and pursue financial independence.

Estate
Planning
Hover to
learn more

Design a strategy to help you assess and create a plan to utilize your equity compensation. We work with RSUs, ISOs, NSOs, PSOs, ESPPs, 10b5-1 plans, and 83b elections.

Dr. Patel
Medical Oncologist , 52 years
*This is a hypothetical situation based on real life examples. Names and circumstances have been changed.
High Earnings $350,000 base salary, matching 401(k) program, retirement pension
— "I feel the pressure of living in the bay area. I want the best for my family, it’s hard to juggle all of life’s responsibilities with the time available and know I’m doing all I can to take advantage of the resources I have. I’d love to not work as much and spend more time travelling and with family. Will I have enough to step away from full-time work? Can we afford that second home in the mountains? How should I be saving my additional income? Can I maintain this lifestyle through a long retirement?"

The Process

1

Initial conversation

2

Fact Finding

3

Draft Plan Review

4

Final Plan Delivery + Implementation

We will develop your comprehensive financial plan in a series of strategy sessions that culminate in a set of actionable recommendations that will set you on the path towards achieving your vision of financial independence.

Start Planning Now
Kelly
Senior HR Business Partner, 44 years
*This is a hypothetical situation based on real life examples. Names and circumstances have been changed.
$205,000 base salary with 20% bonus + RSUs
and matching 401(k)
— "My husband and I both love our careers. We come home and want to spend time with our kids. We need expert advice from professionals to tell us what to do to position ourselves to accomplish our goals on time. Can we buy our next dream home? How much should we be contributing to our retirement plans? We don’t know the first place to start to invest, we need guidance."

Get where you want to go―faster

After implementing basic principles of financial planning and having some personal success, I learned the power of having a plan to save and invest, in my own life and the quality of life for my family. I’m truly passionate about helping my clients pursue financial success and I am here to see you succeed.

Schedule a complimentary consultation to speak directly with me. I look forward to learning about your situation and determining if working together is a good fit. I am here to help.
‍
Wealth Advisor, SageCrest Wealth Management
Book a Call Now