Topic Specific Packages


1. Home Buying Essentials

  • Can I afford the home I want?
  • Model out the impact of my cash flow
  • Help me evaluate mortgage options
  • Plan for property tax and maintenance expenses
  • How much of a down payment should I put down?
  • Which assets are best to liquidate for my down payment?
  • Do I need additional life insurance to back the loan?

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2. Tax Planning

  • Backdoor and Mega Backdoor Roth strategy (invest in private companies, putting money in a Roth even if you are above the income limit)
  • Tax-efficient liquidation planning (use lines of credit to achieve tax-efficiency, qualified opportunity zones, etc.)
  • Tax Sheltered (tax-qualified life insurance, tax-sheltered annuities, etc.)
  • Estate tax mitigation strategy

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3. Stock Options

  • Stock options exercise strategy
  • Liquidity and cash flow considerations
  • Tax-efficient diversification strategies
  • Concentrated stock strategies

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