Corporate Service
Executive Financial Counseling
Bespoke, perk-based financial planning for C-suite leaders — offloading the cognitive complexity of multi-entity wealth so executives can focus on organizational performance.
$15B+
SEC-Registered
Forbes Financial Council
Barron’s Recognized
40+ Years Combined
How We Help
- 1
Design deferred compensation strategies — NQDC plans, SERPs, and phantom equity — that align executive incentives with company performance while minimizing current tax liability.
- 2
Manage concentrated stock positions for executives with significant company equity — using 10b5-1 plans, covered call strategies, and charitable giving to systematically reduce risk.
- 3
Provide cognitive offloading to cure executive decision fatigue — handling the full complexity of multi-entity financial planning so leaders can direct their bandwidth toward organizational performance.
Connected to the Human Wealth™ Ontology
This advisory focus area connects directly to the following components of the Human Wealth™ framework.
Element
Vitality
The energetic substrate of Human Wealth™. The availability of physical and mental energy — the capacity to endure stress, regulate affect, and engage with life tasks.
Element
Autonomy
The experience of volition and self-endorsement of one's actions. Freedom from coerced financial decisions — the ability to say 'no' to toxic work or 'yes' to a passion project.
Element
Engagement
The state of high activation and absorption in daily life — the opposite of burnout or rust-out. Measures the frequency of Flow states where challenge meets skill.
Self-Efficacy, Optimism, Resilience, Vitality
Engine Health
I feel confident in my ability to handle most challenges that come my way.
I generally expect good things to happen in my future.
I handle stressful situations well without becoming overwhelmed.
I have plenty of energy to get through each day.
Ready to get started?
Let's build a plan that accounts for the whole picture.