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Before we meet

This takes about 5 minutes. Your answers help me come prepared with what matters most to your situation.

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Name(s) ^*

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Email ^*

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Section 1: About Your Situation

A few questions about your equity and income so I can come prepared.

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A Few Quick Details

What state do you currently live in? ^*

Where do you currently work? ^*

Roughly what's your projected W-2 income this year? ^*

Under $200K

$200K – $400K

$400K – $600K

$600K – $1M

Over $1M

Roughly what's your projected capital gains this year (short and long-term combined)? ^*

None expected

Under $100K

$100K – $300K

$300K – $750K

Over $750K

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Section 2: Planning goals

What would you like to get out of our session?

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What's the main thing you're hoping to get out of this call? ^*

What type(s) of equity compensation do you have? ^*

Select all that apply.

RSUs

ISOs

NSOs

PPUs

ESPPs

Is there anything coming up, a vest, exercise, sale, new job, or move, that would help me prepare for our conversation? ^*

Do you currently work with a tax professional or financial advisor? ^*

If so, tell me a bit about that relationship.

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Need to share a document ahead of our meeting?

Upload it securely here.

Pay stubs, brokerage statements, retirement account balances, or anything else you think can be helpful.

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Thank you!

Please sit tight as you're redirected to my booking page. I'll review your answers before we meet and will reach out with any questions.

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