Does This Sound Like You? (JF Edit)

YOUR VALUES & LIFE STAGE

 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. 

YOUR SITUATION

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!