Wealth Planning for Women in Tech Leadership.
You’ve mastered complexity at work. Let us simplify the complexity at home.
WHAT YOU’RE UP AGAINST
- RSUs, ISOs, NSOs — and the tax traps that come with them
- Vesting schedules that impact income planning
- Concentrated stock risk
- High 6-figure incomes with high taxes
- Bonus cycles that complicate cash flow
- Market volatility that feels overwhelming
HOW WE SUPPORT YOU WITH WELLthy360™
✔ Make Your Equity Work for You
- Vesting timelines
- When to exercise options
- AMT implications
- Sale strategies
- Diversification to reduce risk
- Tax-efficient exit planning
✔ Lower Taxes on Your High Income
- Pre- and post-tax 401k
- Mega backdoor Roth
- NUA opportunities
- Multi-year equity tax planning
- Tax-loss harvesting
- Optimal sale timing
✔ Create a Values-Aligned Wealth Strategy
You’ll know your Freedom Number™ and exactly how much to invest, spend guilt-free,
and when you can pivot careers.
✔ Protect Your Freedom Through Smart Investing
Stop reacting to markets and start being proactive with wealth.
OUTCOME
A smarter equity strategy. Lower taxes.
Clearer growth. More freedom — on your terms.
Site Design
Rebecca Pollock
Site Development
Alchemy + Aim