My true planning passion is unwinding the multiple layers of a stock-based compensation plan. If you have a significant portion of wealth tied up in company stock (via options, restricted stock, performance stock, deferred compensation etc.) we would love to hear from you.

Collaborating to create a game plan with the goal of integrating employer stock into other household compensation, keeping decision-making off the daily stock price and on to what truly matters – opportunistically creating wealth to live your own ideal life.