Experienced Financial & Tax Planning to Simplify Your Complex World

Tailored strategies for equity compensation, cross-border tax issues, and comprehensive wealth management.

Our Services and Transparent Fees

At Soaring Wealth, we offer comprehensive financial and tax planning services designed to simplify complexity and help you build and protect your wealth with clarity and confidence. We specialize in working with employees who have equity compensation, US expats in Europe, and private equity investors — providing personalized, proactive guidance tailored to your unique financial situation.

What if managing your personal finances

felt effortless?

Instead of spending hours searching for answers, imagine having a trusted expert you can call — someone who explains exactly how each decision fits your long‑term goals, and helps you take confident, intentional action.

As your personal CFO, we present solutions tailored to you and work alongside you to see them through — saving you time, reducing stress, and keeping your plan on track.

Services Snapshot

Financial & Tax Planning

Equity Compensation Strategy

Cross-Border Tax Optimization

Retirement & Estate Planning

Investment Guidance & Portfolio Management

Income Tax Preparation (optional)

One-Time Comprehensive Plan

3-Month Process

Ideal for busy professionals seeking a clear, objective roadmap tailored to your life stage and complex needs from an experienced, objective advisor.

What's Included:

Full Financial Plan — covering investments, retirement, tax, and estate fundamentals.
Targeted Expertise — equity compensation, cross-border challenges, and strategic planning.
Clear Next Steps — you’ll leave with specific action items and ongoing recommendations.

Our Process:

Discover — clarify your financial picture, goals, and challenges.
Design — present tailored strategies to optimize taxes, investments, and planning.
Deliver — provide a complete plan and answer any final questions.

Our Fees:

$6,400 – Standard Plan
$8,000 – Complex Plan (equity comp, cross-border, private investments, etc.)
Pay 50% upfront, 50% at plan delivery

Ongoing Financial Advisory & Wealth Management

Ideal for mid- to late-career professionals and retirees seeking ongoing, proactive financial guidance and plan management.

Core Services Include:

Financial Planning
Investment Guidance
Income Tax Planning
Retirement Planning
Estate and Legacy Planning
Strategic Planning for Equity Compensation (RSUs, ISOs, NQSOs, ESPPs, IPOs, etc.)
Cross-Border Situations
Portfolio Management
Income Tax Preparation

Our Process:

Initial financial planning meetings
Annual spring planning meeting focused on goals, cash flow, and topics important to you
Annual year-end planning meeting with portfolio review and year-end tax strategies
Ad hoc meetings as needed to provide ongoing support

Our Fees:

$12,000 per year for standard planning, payable $1,000 monthly or $3,000 quarterly
$18,000 per year for complex planning, payable $1,500 monthly or $4,500 quarterly
Fee based on complexity and scope of services

Two women having a financial planning discussion in front of a computer, representing personalized client advisory services

Ready to take control of your financial future?

Let's Talk