Financial Planning for High-Earning Couples Navigating Equity Compensation.
Empowering you to make informed decisions on equity compensation, tax optimization, and long-term financial goals—all for a fixed annual fee.
You’re in your 30s-40s and are done doing it all yourself (or not doing it all).
You have a household income of $500k+ and recieve equity compensation (RSUs, ISOs, NSOs, SARs, etc.)
But you have questions…
📆
How do I make sure I’m on track to a work-optional lifestyle?
💵
How can I reduce my lifetime taxes and ensure I’m making the most of my money?
📈
Are my investments suitable for my long-term goals?
Typical Memento FP Client Profile
-
We provide proactive, tax-focused financial planning, helping you:
Optimize equity compensation
Implement tax-efficient investment strategies
Navigate life transitions with confidence
All while keeping you informed and in control.
-
Memento FP clients understand the value of having a long-term partnership with a financial expert to help them make decisions.
-
At least one partner receives a form of equity compensation.
-
Our average client profile has:
$300,000+ household income
$500,000+ investable assets
Meet Your Dedicated Financial Planner
-
Our Services Include:
Quarterly Progress Meetings tailored to your financial milestones
Ongoing tax planning and optimization
Investment strategy aligned with your goals
Continuous support and accountability
-
Beyond Wealth Accumulation:
Financial Planning that helps you achieve a more fulfilling life by enabling you to use your money in ways that matter most to you.
-
Proactive tax planning strategies for long-term tax diversification and efficiency.
-
Rules-based strategies for capturing market returns and being tax efficient on the path to financial independence.
Interested in working together?
Get started in three easy steps.
Step #1—Answer some preliminary questions and schedule a free consultation.
Step #2—We will learn more about you, answer any questions you may have, and see if Memento FP is the right fit for you.
Step #3—Complete a free strategy session to evaluate the value of our services and think about it before deciding if you’d like to partner with our firm.
Let’s Do More With Your Money
Listen wherever you stream.
