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À La Carte Sessions
One-time sessions for specific financial decisions. No long-term commitment, just the clarity you need.
Equity Comp Strategy
$400
Deep dive into RSUs, ESPPs, and options to maximize your long-term wealth.
New Job Strategy
$400
Planning your transition, including tax implications of a new salary and benefits.
Side Business Setup
$750
Entity structure guidance and tax filing strategy for your first venture.
Home Buying Financial Review
$500
Assessing your financial readiness and tax implications for your first home purchase.
Combining Finances After Marriage
$500
Aligning your financial goals and tax strategies for a new partnership.
Tax Projection Only
$300
Quick review of your future tax obligations and potential savings.
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