Services for Entrepreneurs & Small Business Owners

Our Services
Cater to the Needs of Entrepreneurs
Cash Flow Planning
Cash Flow Planning
Instead of urging you to stick to a budget, we help you create a cash flow system that simply works. We do this by this by reviewing your annual spending, helping you articulate saving and investment goals, setting up separate accounts, and automating the system with automatic transfers. Once set up properly and refined over a matter of months, the default state of your cash flow will allow you to spend less, invest more, and worry less. Your finances will be on an upward trajectory --and this will be handled automatically with minimal day-to-day management.
Portfolio Management, money
Portfolio Management
Have you ever wondered why passive investing does so well compared to the vast majority of active investors? Why Warren Buffet won his bet against hedge fund managers? It's simpler than you may think. The main reason is that passive investing removes human behavior from the equation. Over the long term, a passive strategy typically offers greater consistency, more diversification, and greater market exposure. That's why we are proponents of the passive investment strategies designed by industry leader Dimensional Fund Advisors.
Tax Strategy, umbrella
Tax Strategy
Taxes are likely to be your largest expense in life. That's why we spend a lot of time helping our clients take advantage of tax minimization strategies, such as:
● 83b elections on restricted stock
● investing in startups and real estate
through self-directed IRAs
● QSBS treatment for qualifying startups
● tax loss harvesting
● effective use of retirement accounts
● Roth conversions
We can also deploy Holistplan software to review your tax return for additional tax planning opportunities.
Exit Planning
Exit Planning
Preparing for a liquidity event should begin as much as two years before the transaction. The earlier you start, the better your chances of choosing the right strategy for your particular circumstances. And the more likely you will reduce your tax bill. The process includes the following steps:
- articulate owner objectives
- assemble team of advisors (accountant, investment, banker, attorney...)
- create a road map
- compare exit planning options
- select and implement best option
Asset Protection, eye
Asset Protection
We help our clients preserve and protect their property from frivolous lawsuits and judgment creditors. Asset protection is like preparing for a defensive war on multiple fronts, where the fronts include:
- holding assets in business entities
- purchasing liability insurance
- using a variety of entities and jurisdictions

Concentrated Stock Solutions, pickaxe
Concentrated Stock Solutions
Many entrepreneurs hold a large amount of their wealth in the stock of their company. But relying on a single company to achieve your financial objectives can place your entire future in jeopardy. We help you mitigate the risk of concentrated stock positions by finding the best solution for your needs, whether that entails a gradual sale of the position, the use of options for hedging, selling through a trust, or gifting stock to family members.
Retirement Planning, piggybank
Retirement Planning
Unfortunately, for many entrepreneurs, saving for retirement comes as an afterthought. We'll help you focus on your retirement savings goals and take the steps necessary to achieve them. Using eMoney financial planning software, we'll develop your retirement plan and explore different scenarios to better understand how actions and decisions taken today will impact the timing and quality of your retirement.
Trust & Estate Planning, inheritance, generations
Trust & Estate Planning
A plan for transferring wealth is just as important as the plan for accumulating it. We help our clients map out how their estate and assets are to be divided in the event of death and work with their attorneys to create an estate plan using the right combination of:
  • a will
  • trusts
  • life insurance
  • gifting strategies
  • tax exclusions
As your private wealth advisors,
we want you to experience..
runners, trust, partner
Trust forms the cornerstone of our relationship with you. We will always place your interests before our own. This is the guiding principle in our business and why we have chosen to operate as an independent and fee-only investment advisory firm.
We show we care by listening carefully, understanding your needs, and building a collaborative relationship. Laying down such a foundation puts us in a much stronger position to design and carry out a financial plan in line with your life goals.
care, stability, family
confidence, goals, finance
We measure our success in terms of the confidence you feel when you think about your personal finances. Our job is not only to be a good steward of your assets. It's also to ensure that your financial life brings you satisfaction and peace of mind.
Greater wealth doesn't always bring greater happiness. But financial security does give the opportunity to concentrate on the things in life that have greater meaning. We help you arrange your finances to design a life around the things you value most.
couple, perspective, view
68 Willow Road, Menlo Park, CA 94025

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