PLC works with people navigating equity comp, complex taxes, and major financial decisions, often as the first in their family to earn a significant amount of income.
Most of our clients fit one or more of these. If this sounds familiar, we're probably a good fit.
People maxing out accounts and doing "fine," but who've never had retirement, tax, and giving tied into one coherent picture.
Tech, healthcare, and corporate leaders on RSUs, ISOs, or NQSOs who need a real strategy for exercise timing, AMT exposure, and concentration risk.
Founders and owner-operators whose personal and business finances are tangled together, needing a plan for both income volatility and an eventual exit.
The first in their family to earn this kind of income, often without a plan and with real pressure to support those who came before them. We build a plan around that reality.
Every recommendation is judged by one standard: is this right for you.
Certified Financial Planner
Chartered Financial Consultant