Many of my clients have built significant wealth in technology and need my help to make smart financial decisions, especially their with stock awards. I also help the recently-divorced navigate through their transition to re-establish their financial lives. I believe my clients enter a new phase with greater peace of mind after we develop their comprehensive financial plan. I work primarily with individuals with $3M - $25M in investable assets who want investment portfolios of passively managed, low cost, highly liquid securities. My clients value planning around stock awards, implementing marital settlement agreements, taxes, estate issues, retirement planning and 529 plans. They are open to increasing their financial literacy.