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Your Financial Life Is Complex

Planning for major life events like retirement, kids' college, or buying a home feel overwhelming. Managing a portfolio spread across multiple accounts, handling concentrated equity positions and understanding taxes makes finances even more challenging.

Create Your Financial Plan

Our financial coaching program is designed specifically for tech professionals with complex portfolios. We provide the clarity, guidance, and tools you need to confidently navigate your financial decisions, set your financial goals and achieve your full potential.

KEY BENEFITS

Structured Coaching Program

Master your personal finances with our step-by-step coaching program. Learn how to create your financial plan, build a well-balanced investment portfolio, and handle RSUs in a tax-efficient way.

Organized Finances and Clear Goals

Connect your accounts and get a complete view of your finances in one place. Create financial projections and set meaningful financial goals for your family. Simplify your financial life and move forward with confidence.

Life Balance and Reduced Stress

Eliminate financial uncertainty with clear insights and personalized guidance. Make informed decisions, reduce stress, and focus on what truly matters - your family, career, and well-being.

FEATURES

Financial Projections

Visualize your financial future with our forecasting software, explore different scenarios and make informed decisions.

Net Worth Tracker

Get a consolidated view of your entire portfolio and track your net worth.

Portfolio Construction Tools

Build a portfolio aligned with your goals and risk. Utilize advanced tools for tax planning and RSU management.

Loom Videos

Learn how you can create your financial plan, construct and manage your investment portfolio at your own pace with Loom videos.

Comprehensive Support

Participate in interactive Q&A sessions to address your questions and receive personalized assistance from our team, available in the Guided Plan.

OUR HAPPY CLIENTS

My husband and I were struggling with the decision of whether I can retire or need to keep working. I was unsure if it was the right time for my family. Alex worked with us to build detailed financial projections that gave me clarity and peace of mind. He helped me see that staying in the workforce for another two years wouldn’t make a significant difference for my family, but retiring now would give me the precious time I want to spend with my mom.

Sophia, 48

Alex and Simone showed me a meticulous path of handling concentrated positions and a large number of funds in my portfolio. They helped me with a detailed financial projection and plan of transitioning to model portfolios taking into account my current and future tax situation.

Stephen, 49. Google

Working with Alex was truly life-changing. I was overwhelmed, drowning in debt, and convinced I'd spend my retirement living in my car. Alex provided not just expert guidance but also a calming presence that helped me regain my confidence. He guided me in facing my situation head-on, creating a clear plan, and making sound decisions instead of panicking. Thanks to his support, I now see a way forward.

Grace, 52. Cisco

I've been scratching my head trying to understand what "number" I needed to feel financially independent. Not surprisingly that "number" kept shifting every time I got close to it. Alex helped me establish my "whys" - really understanding what goals I had and how much was needed to fund them based on real data and conservative growth rates. This clear thinking around the "whys" finally gave me clarity on a real "number" and I now have portfolios aligned to my goals. This has given me clarity I've been missing for years.

Neeraj, 54. Amazon

MEET OUR TEAM

Alex Sukhanov

Co-Founder & CEO

Before starting the company, Alex spent 12 years at Google as a software engineer, where he witnessed firsthand the unique challenges faced by tech professionals in managing their personal finances and saw how the financial industry fell short in addressing them. Alex leads the team in its mission to scale financial advice and also serves select clients as a financial coach.

Simone Qu

Co-Founder & CPO

Previously, Simone worked at Meta as an ML Engineer on the video recommendation services team (Reels). Before joining Meta, she gained extensive experience in finance. At Goldman Sachs, she was part of the Fundamental Equity team, assisting fund managers with portfolio construction, risk management, and alpha signal research. Before Goldman, Simone worked at Nomura Securities, focusing on risk analysis of mortgage-backed securities. She holds a Ph.D. in Statistics from Purdue University.

FREQUENTLY ASKED QUESTIONS

This program has been helpful for people in their 40-50s who need to plan for multiple major life events such as early retirement, career switch, kids college, moving to a different state and have net worth between $3M and $15M where proper tax planning can provide significant gains.

If you are experiencing stress and discomfort when thinking about your finances, or if you have significant life changes that will affect you financially and you don't know how to prepare for them, then this program might be a good fit for you.

Our tools are beginner-friendly, we guide you step by step.

You'll be using our software to calculate your net worth, create financial projections, and construct your portfolio. Additionally, we'll be sharing custom Spreadsheets to help you understand the impact of your decisions.

We empower you to manage your finances with tools and coaching, avoiding the high fees of traditional advisors.

No. We enable you to create your own financial plan by providing coaching and tools.

Yes, your financial data is encrypted and protected with industry-leading standards.