Many advisors tell me they're seeing more clients with complex equity packages - especially tech employees and startup execs - and they want a partner to provide scenes expertise without needing to master every detail themselves.

That's were I come in. Here's how I help:

Equity plan analysis: provide plain-English breakdowns of client equity compensation (RSUs, ISOs, NSOs, etc.)

Strategy support: Recommend exercise/tiing strategies in line with overall wealth goals

Back-end collaboration: Work quietly in the background to make you look great