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The Equity Evolution

Comprehensive Financial Planning for Equity Compensated Tech Professionals

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Empowering you to make better-informed decisions and achieve your goals

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Leading With Education

"I don't know what I don't know." It's the number 1 thing I hear when meeting with someone for the first time. Understanding how "all of this" works is step one in making smarter financial decisions today and avoiding missteps in the future.

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Navigate Through Your Equity Decisions

Equity compensation is confusing and complicated, just like the rest of your life. From exercising options to selling different buckets of company shares, I'll work closely with you to achieve your goals through a tax-efficient and risk-conscious lens.

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