Services
Financial Planning & Tax Strategy Services
Eight services that work as one system, so every decision about your equity, taxes and savings supports the others.
Most financial problems for tech employees are not caused by a single bad decision. They come from good decisions made in isolation. Holding vested RSUs feels prudent until you realize they are seventy percent of your net worth. Maxing a 401(k) is wise until a large option exercise pushes you into AMT the same year. Funding a 529 is generous until it crowds out the retirement contributions that only you can make.
That is why we do not sell services one at a time. Holistic financial planning is the frame. Tax strategy sets the calendar, and cross-border filings keep an account left open in Taipei from becoming a problem here. Equity compensation planning decides what you hold and sell. Retirement and education planning define what the money is for. Asset allocation turns it all into a portfolio you can live with, and estate and trust planning settles where it goes afterwards. Start with the service that matches today's question, and we will show you how it connects to the rest.
Choose where to start
Holistic Financial Planning
One integrated plan that connects your cash flow, equity, taxes, insurance and family goals, on both sides of the Pacific.
Learn moreProactive Tax Strategy
Proactive, year-round tax planning so vesting, exercises and bonuses never surprise you in April.
Learn moreCross-Border Tax & Filings
FBAR, FATCA and other international compliance, for families who still hold an account, a policy or a property back in Taiwan.
Learn moreEquity Compensation Strategy
One coordinated plan for your RSUs, RSAs, ISOs and NSOs, so every vest, exercise and sale is a decision rather than a surprise.
Learn moreWorry-free Retirement & Lifetime-Income Planning
From 401(k) and Roth decisions to early-retirement math and cross-border questions, a plan for the life after the vesting schedule ends.
Learn moreCollege Education Fund Planning
529 plans, RSU-funded savings and honest conversations about private school, public school and study abroad, without shortchanging retirement.
Learn moreAsset Allocation
A disciplined plan for turning concentrated employer stock into a diversified, tax-aware portfolio you can hold through any market.
Learn moreEstate & Trust Planning
Protect your legacy and provide for future generations, alongside the attorney who drafts your documents.
Learn more
Deeper dives on equity compensation
RSUs and stock options follow different tax rules and deserve their own playbooks. Explore the dedicated guides.
Ready to turn your uncertainty into certainties?
Start with a complimentary 15-minute strategy session. We will look at your portfolio, your tax picture and your goals, and tell you plainly what we would do next.