Introduction: We are a Fee-for-Service Financial Planning practice. We don't solutions to everday financial questions. We believe in Financial Literacy and Empowing individuals and Families versed in stock options and work often with valley professionals. We have specialized knowledge in real estate and investments.

specialize in helping tech professionals and executives with equity compensation, stock options, for all aspects of one's financial life. Our services include personal financial planning, traditional investment management, tax-smart investing, tax planning, estate

to start profiting from the stock market. We provide trusted investment resources and newsletters to help you with automatic trading. Our services include trade signals for stocks within the NYSE or the NASDAQ to assist you in self-directed investing and

. We specialize in helping those with company equity positions such as company stock, stock options, RSUs by helping them make prudent financial decisions for themselves and those who depend on themthem become financially organized, mitigate taxes, manage investments, plan for major life events, protect loved ones,