Simplify Wealth Planning
I’ve been in your shoes: working hard in the corporate world with little time for anything else. Personal finances were falling by the wayside.
The Six-Figure Struggle
You're crushing it in tech, but your finances? That's another story.
- Stock options and RSUs gathering dust
- Taxes that make your head spin
- Retirement plans getting lost in the mix
Sound familiar?
The High Cost of Financial Neglect
- $10,000s potentially lost to taxes each year
- Your dream retirement pushed further away
- -Sleepless nights worrying: "Am I making a huge mistake?"
- The guilt of neglecting your financial future
Every day of inaction is costing you.
Your Financial Lifeline
I've walked your path - from New York finance trenches to decoding my own equity.
Now, I'm here to be your guide.
At Simplify Wealth Planning, we transform confusion into clarity:
- Unlock the hidden value in your equity compensation
- Slash your tax bill to ensure you only pay what you must
- Design a retirement strategy that lets you sleep soundly
- Secure your family's financial future
Imagine financial confidence without sacrificing your work-life balance.
Beyond the Numbers
Beyond the office, my world revolves around family, food, and joyful moments with my dog, Nellie. Every day, these passions remind me of the importance of cherishing the present.
Let’s Connect
Visit www.simplifywealthplanning.com for your free "Are You On Track" analysis.
Stop wondering. Start thriving.
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identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.