Your RSUs, stock options, or business, plus your accounts and your family's goals, in one coordinated plan. Fee-only. Nothing to sell.
Your wealth is probably tied to a company, whether you work for it or own it. We build the plan around that.
“Half my net worth is my employer’s stock. Should I sell?”
“My RSUs vested and I still owed at tax time.”
“I have stock options and don’t know when to exercise.”
“I’m weighing an offer and can’t compare the equity.”
“Layoffs keep coming. What happens to my unvested shares?”
“I make good money. Why doesn’t it feel like wealth?”
“Everything goes back into the business.”
“I’m not sure how much to pay myself.”
“I want to save more than a regular 401(k) allows.”
“My business is my retirement plan, and that worries me.”
“I don’t have time to manage my own money.”
RSUs, ESPP, and stock options, planned around your taxes.
Learn More → 02Worked out with your CPA, not instead of them.
Learn More → 03A portfolio built for your goals, held at Charles Schwab.
Learn More → 04Owner's pay, owner retirement plans, and exit planning.
Learn More → 05Turn a big income into lasting wealth.
Learn More → 06Wills, beneficiaries, and the people you support.
Learn More → 07Protect your income, your family, and your plan.
Learn More →A free 30-minute conversation about your pay, your company, and your goals. We tell you honestly whether we're a fit.
We bring your equity, accounts, taxes, and family goals into one coordinated plan, and share the numbers with your CPA.
As shares vest, pay changes, and life moves, we keep the plan current with regular check-ins.
Fee-only, always in writing. We're paid only by clients, never by commissions or products.
Flat-fee planning is often the right start when most of your wealth is in RSUs, options, company plans, or your business.
As shares vest and assets build, many clients move to investment management, with planning included. We grow with you.
Every fee is agreed to in writing before work begins.
I'm Prince Chenou. I spent years at JPMorgan Chase and PNC working with high-net-worth families, then built a fee-only firm with no products to sell.
My parents came from Cameroon and started over. That is why I care about helping you build wealth that lasts, and why I explain every step in plain English.
My story →Paid to give advice, not to sell.
Each year, PLC gives a share of profits to the community.
of firm profits given back each year.
Credentials and Affiliations
Seven questions to answer first. Free RSU and Stock Option Checklist.
Get the Checklist →