What We Do | LGBTQ Wealth Planning

How we help you build wealth with clarity

Financial planning isn’t just about investing. It’s about aligning your money with your life — especially when your financial world is changing quickly.

Common Situations We Help Client Navigate

You’re receiving RSUs, ISOs, or NSOs — and unsure what to do next.

Should you exercise now or wait?
Does selling make sense?
How concentrated is too concentrated?
How does this impact your long-term plan?

Equity can accelerate wealth — or create tax surprises and concentration risk. We help you:

Evaluate ISO vs. NSO exercise decisions
Determine how much risk you can reasonably take on
Compare early exercise vs. waiting for liquidity
Diversify concentration risk strategically
Coordinate equity decisions with efficiency and long-term goals

We help you evaluate equity decisions within the context of your full financial life — not in isolation.

You’re navigating big transitions.

Starting or expanding a family
Buying a home
Changing careers
Planning for financial independence

These aren’t isolated decisions — they compete for capital. We help you:

Model trade-offs between home purchase and long-term investing
Stress-test timelines for FI or early retirement
Coordinate savings buckets (emergency, short-term, long-term)
Align spending with values — not just default lifestyle creep

Instead of reacting emotionally to each decision, you gain a framework for evaluating trade-offs clearly.

We help you model scenarios and make decisions aligned with your long-term goals.

Your income has increased — but your financial plan is still the same.

More cash flow — but unclear priorities. Bigger financial decisions coming up.

As your compensation grows, complexity grows with it. We help you:

Build a cash flow system that adapts to variable income
Optimize pre-tax savings (401(k), Backdoor Roth, Mega Backdoor Roth)
Balance investing vs. liquidity vs. lifestyle upgrades
Create a long-term allocation plan that reflects your actual risk capacity — not just your age

Higher income should expand your options — not create confusion.

We bring structure to what feels scattered so your strategy grows with your success.

You’re building wealth — but want a clearer long-term direction.

You may be wondering:

Am I actually on track for financial independence?
How much is “enough” — and when?
Should I prioritize investing more or enjoying life now?
How do equity, taxes, and lifestyle decisions affect my long-term plan?

We help you connect today’s decisions to your long-term goals — modeling different scenarios, evaluating trade-offs, and creating a strategy that balances growth with flexibility.

Financial independence isn’t just a number. It’s clarity around what your money makes possible.

You’re thinking about growing your family — and want a financial plan that supports it.

What will this cost — and how should we prepare?
How do we plan for adoption, surrogacy, or fertility treatments?
Should we adjust our savings or investment strategy?
How do parental leave, childcare, and insurance factor in?

We help you integrate family planning decisions into your broader financial strategy — modeling costs, adjusting timelines, and ensuring your plan reflects your values and structure.

Every family looks different. Your financial plan should reflect that.