Choose the situation that fits today. Each path organizes financial planning, investment management, equity compensation, and tax aware planning around the questions common to that stage.
Choose the path that fits today. These are starting points, not boxes. Each path connects the same financial picture in a different order.
Organize the dates and decisions around severance, benefits, equity, cash runway, retirement accounts, and the tax year.
See what needs attention first → Changing rolesCompare what you are leaving with what you are joining, including compensation, equity, benefits, accounts, and taxes.
Plan the transition → Intentional time awayModel the runway, coverage, investments, equity deadlines, and tax considerations around the break you want to take.
Plan your time away → Planning while life movesConnect cash flow, investments, equity, retirement, insurance, estate coordination, and the tax picture while you are working.
Explore ongoing planning →I do more than four things. I organize the work into four connected capabilities, then prioritize them around what is happening in your life.
A written view of the decisions that touch each other, so cash flow, retirement, benefits, protection, and long term goals are not handled in isolation.
Portfolio decisions organized around your plan, time horizon, liquidity needs, concentration, and the accounts that are eligible to be managed.
Review the documents, dates, and tradeoffs around compensation that changes when you vest, exercise, sell, join a company, or leave one.
See potential tax effects while decisions can still be evaluated, then coordinate with your tax professional when preparation or tax advice is needed.
The exact work depends on your engagement and situation. These topics sit inside the four capabilities rather than becoming a long menu of separate services.
Your career situation identifies what may need attention first. The work then expands only as far as your actual planning relationship requires.
You do not need to know which financial service to choose before the first conversation.
Equity, taxes, investments, benefits, and cash flow are reviewed as related decisions.
Your CPA or attorney handles work that belongs with their profession. Jake coordinates the financial plan around it.
The scope should be clear before you book and before any ongoing engagement begins.
Jake does not prepare or file tax returns. Tax preparation and tax advice belong with a qualified tax professional.
Jake does not draft wills, trusts, or employment agreements. An attorney handles legal advice and documents.
The work stays on the financial side of a career decision. Job search, negotiation, and employment coaching are separate services.
Bring the situation that is in front of you. The first step is identifying what deserves attention now and what can wait.
Thirty minutes on Microsoft Teams. No obligation. Availability and services depend on registration, engagement scope, and firm approval.