Financial Planning with ongoing Investment Management is the core of what we do.

We analyze and optimize all aspects of your financial life: Income, cash flow, tax planning, investing, and risk management. We work with you one-on-one to develop and implement a financial plan and investment strategy designed to help you achieve your unique financial goals.

We will help you:

  • Define your financial and life goals and then implement a plan for reaching them.
  • Stay focused on current spending goals so you can reach your long-term savings goals.
  • Optimize the myriad types of employer equity compensation such as ISOs, NQSOs, RSUs, and ESPPs.
  • Develop a long-term investment strategy that is appropriate for your timeframe and risk tolerance.
  • Prepare for the risks you don’t anticipate.


Fees are based on the market value of the assets under management. Minimum asset amount required for investment management is $500,000.

Fees are calculated as follows:

Assets Under ManagementAnnual Fee
$500,001 – $1,000,0001.00%
$1,000,001 – $2,000,000.95%
Amount above $2,000,000.80%



Most meetings take place virtually by video conference or telephone.

In-person meetings are available in San Francisco and other locations upon request.


For a standalone project plan, we work with you one-on-one to develop a standalone financial plan designed to help you make sure you are on the right path to achieve your financial goals.

Fees range from $2,500 – $6,000, depending on complexity. This project engagement typically takes 2-3 months. Post completion Ongoing Support is $250 per hour.