Let’s make the most of your money and your time.
I help high-earning professionals with equity comp turn complexity into clarity, starting with the Memento Snapshot.
👉🏼 Start your free Memento Snapshot
No pressure. 30-min intro call to see if we’re a good fit, then a free snapshot with personalized insights.
👉🏼 View FeeOnly Network Profile
Trusted by 30+ households across the U.S. to simplify equity compensation and align money with what matters most.