Financial Blog

Preparing for your company’s IPO? Discover the essential pre-IPO checklist for employees to understand stock types, tax strategies, lock-up periods, and diversification for lasting wealth.

Maximize the benefits of your cash balance plan as an executive. Discover strategies to accelerate retirement savings, reduce tax burdens, and coordinate with your overall financial plan for lasting security.

Explore thoughtful strategies for managing complex compensation — including deferred pay and equity — to build a clear, actionable financial plan aligned with your goals.

Unlock the full potential of your stock options with expert planning that aligns timing, tax strategy, and risk management. Whether you hold NQSOs or ISOs, thoughtful guidance can help you navigate tax complexities, optimize cash flow, and build lasting wealth with confidence. Learn actionable insights to transform your equity compensation into a strategic financial asset.

There is very little regulation around the title "financial advisor" - so it's critical to understand the potential conflicts of interest.

Since the information on SSA.gov leaves something to be desired, here’s how to maximize your spouse’s benefits.

Whether you plan on combining finances after marriage or not, consider the pros and cons of joint bank accounts, merging accounts and more.

Learn about financial planning for women at each stage of life encountered by most women or their friends over the course of a lifetime.

There are many different factors to consider when choosing a financial advisor. Find the best advisor for you by asking these questions.

Are you thinking about leaving your current employer to start a new job? Make these smart money moves along the way.

Business executives have unique financial planning needs. A specialist financial advisor serving this niche can help you achieve your goals.

Technology professionals have unique financial planning needs. A specialist financial advisor serving this niche can help you reach your goa

A Certified Financial Planner (CFP) has the knowledge, experience and ethics needed to offer sound financial advice to their clients.

Are you a "High Earner Not Rich Yet" (HENRY)? Learn the tools you need to start financially planning for your future and growing your wealth

Most people who reach out to me have never worked with a financial planner before. They seek clarity and a less stressful path to their goals but feel intimidated by the process. Comprehensive financial planning starts not with numbers, but with understanding what matters most. Together, we craft a personalized roadmap that turns anxiety into confidence and creates freedom through clarity and ongoing partnership.

Discover how reviewing past tax returns and taking proactive year-end steps can bring clarity, reduce surprises, and strengthen your financial plan.

Feeling stuck in your financial life? Explore how deep financial planning and intentional choices can help high-achieving professionals regain momentum, set clear goals, and move forward with confidence.