Let’s start with a conversation. We’re built for the busy schedules of mid-career professionals Navigating Equity Compensation In San Francisco and the Bay Area.
1. CONTACT US
If you're looking for a financial partner, we offer a no-obligation, confidential consultation so you can decide if we're right for you. To help us understand in more detail how we can help, please provide us with your contact details so that we can get in touch. We will contact you for an initial phone call.
2. PRELIMINARY PHONE CALL
First, we need to learn about your needs to determine how we can be of help to you. Typically we begin working with clients at a career inflection point such as the significant exercise of incentive stock options or forthcoming IPO or liquidity event. If we are not the right fit, we will point you in the right direction. Based on our call, you will be invited to a complimentary meeting with an advisor best suited to navigate your needs.
3. MEET WITH US.
Since our initial visit will be used by both of us to learn about each other and no substantial financial advice will be offered, there is no charge for this first meeting (which should last about 90 minutes).