Your compensation is sophisticated. RSUs vesting across multiple years, share options with expiry dates, international tax exposure, benefits packages that need decoding.
Most financial planners see the number and miss the complexity underneath it. We work with senior executives at Google, Meta and leading tech firms who have built significant wealth — and who face decisions where the financial stakes are high and the window to get it right is narrow.
WealthMap® is how we work.
A structured process that models your financial future precisely as it stands today, then works through every decision you're weighing — the house, the career move, the equity event, early retirement — and shows you exactly what each one means for your life.
Clients describe it as the first time someone has treated their finances with the same rigour they bring to their work.
The moments that define your financial life aren't usually about markets.
They're about timing — when to exercise options, whether to move firms, how to structure a significant property purchase, when you can genuinely afford to stop.
Getting these right requires a plan built around your specific situation, not a generic portfolio.
If what you've read resonates, we'd welcome a conversation.
Book a call with Emma — there's no obligation, just a straightforward discussion about whether we're the right fit for where you are.
