Financial & tax planning
for busy professionals.
Equity compensation? check.
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Cross-border complexity? check.
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Both? you've come to the right place.
Who We Help & How We Simplify
Complex Financial Challenges
We specialize in guiding busy professionals facing complex financial realities, including:​​
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Founders and employees managing equity compensation (ISOs, NQSOs, RSUs, and more)
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Investors navigating private equity holdings
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Families handling cross-border tax and estate issues.
Making the right decisions about your equity compensation can feel overwhelming when time is short. For clients with cross-border complexities, the challenge multiplies exponentially. That’s why having an experienced advisor — who simplifies the complexity and actively navigates these issues with you — is essential.​
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Experienced Guidance Tailored to
Your Unique Needs
As your personal CFO, we deliver advanced financial and tax planning designed specifically for busy professionals like you. With limited time and complex finances, you need a clear, comprehensive view so you can make confident, goal-driven decisions.
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Drawing on over a decade of experience with a leading global consulting firm — serving clients across the US and Europe — we bring unmatched expertise in equity compensation and cross-border planning.
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Our integrated approach merges financial planning, investment management, and tax preparation into one seamless service, giving you a 360-degree perspective on your finances. This comprehensive view enables smarter decisions, greater long-term wealth, and meaningful financial freedom.
Personalized advice
on your time table.
Making complex decisions simple, so you can make decisions confidently and save valuable time.
Serving clients around the globe.
Virtual financial, tax and investment advisory services tailored for international professionals, wherever you are.
Our Core Services Designed
for Your Success
We offer tailored financial solutions that address the unique complexities faced by busy professionals managing equity compensation and cross-border financial challenges.
Equity
Compensation
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Understand the nuances of your stock options and RSUs
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Model exercise and sale scenarios optimized for cash flow, tax efficiency, and long-term goals
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Simplify critical decisions to maximize your after-tax wealth
Cross-Border
Planning
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Map your global tax residency, assets, income, and liabilities
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Use strategic tax exclusions, credits, and treaties to minimize worldwide tax burdens
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Navigate complex international regulations with confidence
Investment
Management
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Professional portfolio management aligned with your strategic objectives and cash flow needs
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Emphasis on diversification, low costs, and tax-efficient strategies
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Ongoing portfolio reviews and adjustments to keep you on track
Your Personalized Path to
Financial Confidence
At Soaring Wealth, we follow a simple, proven three-step process designed to create a customized financial plan tailored to your unique goals. This process ensures we thoroughly understand your situation before recommending the strategies that will bring you lasting financial success.
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Connect: Introductory Conversation
We start by learning about you, your goals, and your challenges. This conversation helps us understand how our expertise can best support you. It’s an opportunity to ask questions and explore how we might work together.
2
Plan: Create a Customized Financial Strategy
Based on your specific needs, we develop a detailed, personalized financial plan. This plan addresses your equity compensation, cross-border complexities, investment management, and tax planning — providing clarity and actionable steps.
3
Secure Your Future: Our Ongoing Partnership
If you choose to work with us long-term, we provide ongoing support, monitoring progress and adjusting your plan as your life and circumstances evolve. Our goal is to help you stay on track and confidently move toward your financial objectives.
Confidence – Perspective – Freedom
At Soaring Wealth, we combine deep expertise, practical experience, and a genuine understanding of your unique challenges to help you achieve confidence, clarity, and financial freedom.
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Practical Experience
With a decade at a Big Four global consulting firm, I served clients across the US and Europe — working with complex equity compensation and international tax issues few advisors truly understand.
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Technical Expertise
As a CERTIFIED FINANCIAL PLANNER™ with a Master’s in Taxation and nearly 20 years as an IRS Enrolled Agent, I bring advanced training and real-world skill to guide you toward the best decisions for your financial life.
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Lived Perspective
Having lived in Germany and Switzerland, I know firsthand the nuances of managing wealth across borders. I also speak German at a near-fluent level, enabling seamless communication for clients with international ties.
Together, this unique perspective helps us create financial plans that empower you to take charge of your future and enjoy the freedom you deserve.
