Get a clear view of where you stand and where to focus next.
The Memento Snapshot is a free, no-pressure planning review that helps you understand your current financial picture and uncover your top planning opportunities.
What It Includes:
When you schedule your Snapshot, here’s what we’ll do:
Give you access to a secure RightCapital portal
Help you link your financial accounts and (optionally) upload your most recent tax return
Review your cash flow, equity compensation, tax situation, and investment accounts
Identify quick wins and long-term planning gaps
Walk you through how I’d help if we chose to work together
You’ll get all of this with no pressure to sign up. Just a chance to see the value of having a trusted partner.
Who It’s For:
This is a good fit if you’re:
In your 30s or 40s, earning a strong income
Managing stock options (ISOs, NSOs, RSUs) or ESPPs
Balancing student loans, a mortgage, and career/life transitions
Sitting on excess cash or unsure how to invest confidently
Interested in tax strategy, flexibility, and living with intention
Why I Do It This Way:
Before we dive into the big-picture life planning conversations, I want to understand what you’re working with—and what might be holding you back.
This process helps us:
Filter out urgent tactical issues (AMT, overconcentration, missed tax savings)
Focus our deeper planning around your reality, not assumptions
Start the relationship with transparency and clarity
What Happens After the Snapshot?
We’ll meet virtually to walk through your custom review. If we’re a fit, I’ll invite you into a full planning relationship.
If not, you’ll leave with clear insight—and maybe a few action steps to consider on your own.
Final Note:
Your financial life is complex—but it doesn’t have to feel confusing.
The Memento Snapshot is your first step toward clarity, confidence, and meaning.