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Does This Sound Like You? (JF Edit)


 You’re a travel-loving young family who doesn’t buy into the "9 – 5, work-until-you’re-65" concept. Your goal is to spend your time exactly how you want so you can pursue work you love, while having the lifestyle flexibility to spend quality time with the people you love most. 


You have >$200k of household income and you meet one (or more!) of these criteria:

  • You have young kids
  • You have equity compensation (ISOs, NSOs, ESPP, RSUs)
  • You are a partner at a law firm
  • You are a current/aspiring business owner
  • You have >$100k of student loans
  • Sound familiar? Great - you can click on the life stage below for more details about the clients we help!