PLC works with people navigating equity comp, complex taxes, and the question of what all this money is actually for, often as the first in their family to earn this kind of income, building a plan around the whole picture, not just the balance sheet.
Most of the people we work with are in one (or several) of these situations. If any of this sounds familiar, we're probably a good fit.
People who are maxing out accounts and doing "fine," but have never had someone tie retirement, tax, and giving together into one coherent picture.
Tech, healthcare, and corporate leaders sitting on RSUs, ISOs, or NQSOs who need a real strategy for exercise timing, AMT exposure, and concentration risk, not just a spreadsheet.
Founders and owner-operators whose personal and business finances are tangled together, who need a plan that accounts for both income volatility and an eventual exit.
The first in their family to earn this kind of income, often without a blueprint to follow and with real pressure to support the people who came before them. We build a plan around that reality, not a generic template.
Every recommendation is judged by one standard: is this right for you.
Certified Financial Planner
Chartered Financial Consultant