For Technology Professionals

What we typically help with

Tech-sector professionals tend to be analytical, suspicious of sales-driven advice, and operating with compensation structures that don't fit the assumptions of generic financial advice. Common areas where we add value:

• Concentrated equity positions — RSUs, ISOs, NSOs, founder equity — and the protection planning that should accompany them.
• Tax-efficient accumulation strategies for high earners whose 401(k) and IRA options are exhausted.
• Disability and life protection sized to actual total compensation, not just base salary.
• Coordinated planning across the team of advisors that high-earning tech professionals often need (CPA, estate attorney, fee-only fiduciary advisor).
• Long-horizon strategies for professionals with potentially decades of high-earning years ahead.

How engagements usually start

The first conversation is technical and analytical. We typically discuss:

• Compensation structure — base, bonus, equity, refresh cycles — and how it shapes the planning picture.
• Existing protection coverage (employer-provided and individual) and where the actual gaps are.
• Equity-concentration risk and whether insurance plays a meaningful role in managing it.
• What you're considering, what triggered the conversation, and whether the timing is right.

We don't pitch products. We discuss whether the engagement makes sense and what a structured process would look like.