Your income is complex. Your advice should keep up.
Salary, bonus, equity, benefits, taxes—the pieces move on different clocks, and the decisions don't get simpler as you climb. I coordinate them into one plan, and Folio surfaces the deadlines and trade-offs before they're on top of you.
More success, more interconnected decisions.
The financial choices stop being simple long before they start feeling that way.
Nuanced compensation
Base, bonus, equity, deferred comp, and benefits each carry their own decisions and timing.
Taxes that matter more
Bracket creep, AMT exposure, and supplemental withholding gaps become real money quickly.
Benefits worth optimizing
HSA, 401(k), deferred comp, and insurance choices have larger long-term consequences as income grows.
Time as the real constraint
The financial life gets more complex right when there's least time to think about it.
A plan that keeps up with the career.
Coordinated planning across comp, taxes, benefits, and investments—so each piece reinforces the others rather than competing for attention.
Comp & benefits review at every meaningful change—offers, promotions, open enrollment.
Tax-aware planning coordinated across withholding, deferrals, and investment decisions.
Retirement contribution strategy across 401(k), HSA, backdoor Roth, and deferred comp.
Real-time responsiveness when decisions land between scheduled meetings.
The decisions that usually bring people in.
Organize what you received
Inherited accounts, property, and cash—what needs attention now, and what can wait.
Plan after an inheritance →Plan the whole transition
Total compensation, equity, benefits, an old 401(k), and the taxes that follow a move.
Plan the transition →Build a diversification plan
How much company stock to carry, when to diversify, and where the proceeds should go.
RSU diversification →Let the career grow. Let the plan keep up.
A short conversation about your comp, your goals, and whether we're a fit.
Schedule a Fit Call →