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The Equity Evolution

Financial Planning for Tech Professionals With Equity Compensation

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 #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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Streamline Your Equity Decisions

Equity compensation is confusing and complicated, just like the rest of your financial 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.