Take control of

your equity comp.

Financial planning for tech professionals and entrepreneurs. Maximize your equity, simplify decisions, and build lasting wealth.

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See if you're a fit
Who I am

I’ve launched products at Apple and guided entrepreneurs through IPOs. I’ll bring hands-on experience and personalized strategies to your financial goals.

Hands-on Experience

I know firsthand the challenges tech professionals and founders face. Without the right strategy, it’s easy to leave money on the table or take on unnecessary risks. I will help you avoid both.

Experiential advice

Whether it’s navigating equity compensation, planning your next big move, or staying financially grounded during life’s changes, I can ensure your wealth supports your goals.

From iPhones and IPOs to Financial Planning

Been There, Done That

My path to financial planning has been anything but traditional. I spent years in tech—launching iPhones, working with startups like Square, and managing complex operations.

Why It Matters to You

I understand that equity compensation isn’t just another perk, it’s a significant part of your financial journey that can either create life-changing wealth or unexpected complexity.

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See if you're a fit

Optimize your equity while balancing life’s other “capitals”

More Than Money

Your time, energy, and attention are important too. I invest time into understanding who you are and where you want to go.

A Partner, Not a Product

Together, we’ll build a financial plan that integrates your money with your lifestyle, giving you the clarity to make smart decisions and the space to pursue what matters most to you.

See if you're a fit
See if you're a fit
See if you're a fit
See if you're a fit
Discover.
Design. Deploy
Process
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A seamless planning process for the mid-career tech professional

Discover
In our first call, we discuss whether my services align with your needs, giving you a feel for how I work—no pressure, just a straightforward conversation.
Design
This phase organizes and clarifies your financial landscape, creating a tailored plan to set the stage for long-term success.
Deploy
With your plan complete, I’ll guide you through each prioritized step, focusing on high-impact actions to ensure meaningful progress.
Ongoing Support
With year-round guidance, seasonal check-ins, and continuous monitoring, I’ll keep your plan aligned with your evolving goals.

Planning for you

Taking the Time to Get It Right

I start every new relationship with a 6 Month Financial Planning program because good planning takes time. It’s about understanding your goals, your values, and your vision for the future—not forcing you into a one-size-fits-all plan.

This process allows us to build a foundation that’s tailored to you, setting the stage for a partnership built on trust, confidence, and results.

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Investment Philosophy
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I focus on time in the market—not timing it—to harness long-term growth

01
Efficiency

I build diversified, tax-smart portfolios that work quietly and effectively. By focusing on low costs and broad market exposure, I ensure your investments support your goals without unnecessary complexity.

02
Automation

Consistent strategies, like dollar-cost averaging and regular rebalancing, make saving and investing effortless. My automated approach helps you build wealth steadily while keeping your portfolio aligned with your plan.

03
Discipline

Sticking to your plan is key—especially during market swings. My investment strategies are designed to keep you steady and focused, so emotions don’t derail your long-term success.

Simple, effective portfolios

Balanced For Your Biggest Assets

Your equity can be a major opportunity—and a major risk. I build globally diversified portfolios to reduce overexposure, manage taxes, and position your wealth for sustainable, long-term growth.

Laser Focused

No stock-picking. No market timing. Your plan will focus on proven, evidence-based strategies: low costs, consistent rebalancing, and thoughtful asset allocation. A straightforward philosophy designed to keep you on track.

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See if you're a fit

Values-based personalization

Your Goals, Your Values

Whether it’s building wealth, leaving a legacy, or supporting causes close to your heart, I’ll design a plan that aligns with your personal priorities.

Investing with Intent

Your investments should reflect your values without compromising your financial goals. Together, we can design an ESG portfolio that aligns your resources with the impact you want to make—thoughtfully, intentionally, and effectively.

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See if you're a fit
Our services

Financial planning for long-term guidance or one-on-one coaching for targeted advice

Long-Term Guidance
A partnership that grows with you: bespoke plans, thoughtful guidance, and support for every stage of life.

Financial planning is a journey, not a destination. I use the W.E.A.L.T.H. Framework to align your resources with your goals, offering tailored strategies and proactive support to simplify decisions, optimize opportunities, and keep you on track toward your goals.

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Coaching
Targeted Advice
Focused, actionable advice to help you solve specific challenges and make confident decisions about your money.

As your personal finance coach, I'll help you address your most immediate financial concerns. My guidance will empower you to make informed decisions, develop effective money management habits, and achieve your financial goals with confidence.

What happens after my first 6 months of service?
Choose how
you’d like to be supported.
My pricing options explained
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After your initial comprehensive financial plan, you’ll choose between two flat-fee options: Ongoing Financial Planning with or without investment management

Investment Management
A fully integrated solution combining financial planning and investment management.
Portfolio Value
Annual Fee
$0 - $1M
$6,000
$1M - $2M
$9,000
$2M - $3M
$12,000
$3M - $4M
$15,000
$4M - $5M
$20,000
Over $5M
Request a quote
Ongoing Planning
For clients who want expert advice without investment management.
Portfolio Value
Annual Fee
$0 - $1M
$5,000
$1M - $2M
$6,000
$2M - $3M
$9,000
$3M - $4M
$9,000
$4M - $5M
$12,000
Over $5M
Request a quote
Long-Term Guidance

Together, we’ll build a financial plan that integrates your money with your lifestyle, giving you the clarity to make smart decisions and the space to pursue what matters most to you.

Planning

A 6-month package for in-depth financial planning and implementation.

$5,000

What happens after my first 6 months of service?
See if Planning is right for you
Schedule a Discovery call
Targeted Advice

Designed to solve specific financial challenges or build skills to manage finances independently. From understanding stock vesting to planning for a liquidity event, get clear, actionable advice—with no long-term commitment.

Coaching

For those who need targeted advice on specific challenges.

$495

/ 3-hour block

$2,000

/ 8-hour block

See if Coaching is right for you
Schedule a Discovery call
How I can help

Common financial challenges I’m helping my clients work through

When should I exercise my stock options or sell RSUs to maximize value and minimize taxes?

How can I plan for the tax impact of an IPO, stock vesting, or option exercises?

How much do I need to retire early?

Do I have the right mix of assets?

See if you're a fit
See if you're a fit
Discover.
Design. Deploy
FAQs

Your questions, answered

Is Alpine Road a fiduciary?

Yes, I am a fiduciary 100% of the time. As a Registered Investment Advisor (RIA), I adhere to SEC and state regulations, ensuring transparency and avoiding conflicts of interest. My advice is always in your best interest.

How is Alpine Road paid?

Alpine Road is a fee-only firm, meaning we’re paid directly by you—not through product sales or referrals.
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No Conflicts of Interest: We recommend strategies, insurance policies, or professionals like CPAs or attorneys solely because they serve your needs.
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Transparent Fees: Your fee is quoted in dollars, so you’ll always know exactly what you’re paying. Fees remain consistent throughout the year, letting you reach out anytime without worrying about extra costs.

For details, view our Pricing.

What type of people does Alpine Road work with?

I work primarily with mid-career professionals, especially in tech, who have complex financial situations like stock options or RSUs. My clients often:
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• Seek financial independence before traditional retirement.
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• Value unbiased advice during major transitions like buying a home, starting a family, or changing careers.
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If I'm not the right fit, I'll guide you toward someone who is. Don’t hesitate to reach out.

Who is not a good fit?

I might not be the right fit if you:

• Don’t value comprehensive financial planning. Investments are a tool, but we also focus on retirement, taxes, estate planning, insurance, and cash flow to harmonize your finances.
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• Want active stock picking or trading.
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• Prefer not to use web-based tools (basic tech skills like email and web browsing are essential).

Do you have minimums?

No, I do not have asset minimums. I welcome clients regardless of their current asset level because many key financial decisions happen before significant wealth accumulation. If your income can cover my fee, I'm ready to help you grow your wealth.

I know other financial planners. Why should I work with you?

Maybe you shouldn’t—at least not until we’ve gotten to know each other. It’s essential to find a planner whose philosophy, process, and personality align with your needs.
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At Alpine Road, I specialize in helping mid-career professionals navigate equity compensation, career transitions, and family planning. I welcome clients from all backgrounds as long as you’re kind and respectful. If that sounds like you, let’s chat!

Do I have to move my investments?

No, you can keep your investments with your current custodian (e.g., Vanguard, Fidelity, Schwab).
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That said, we encourage allowing us to manage them. Investments are a powerful tool for achieving your ideal life, and aligning them with your broader financial plan ensures they work effectively toward your goals.
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We partner with custodians like Altruist to provide cost-efficient, seamless management. Trust is key, and managing your investments helps us build that trust while keeping everything coordinated.

We don’t live nearby. Can I still work with Alpine Road?

Absolutely! Alpine Road Financial is a fully digital, location-independent firm based in Bend, Oregon. I serve clients nationwide via Zoom.
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When possible, I'm happy to meet in person in the Pacific Northwest or during travel to cities where my clients are located. All you need is an internet connection!

Can I cancel my ongoing planning relationship?

Yes, you can cancel anytime. I bill our annual fee quarterly, and if you cancel, I'll refund the unused portion of that period.
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That said, the value of financial planning grows over time. While I encourage a long-term mindset, you’re free to end the partnership if it’s no longer meeting your needs.

Can’t I just handle financial planning myself?

Maybe! If you’re organized and detail-oriented, you might feel capable of managing your finances. But ask yourself:

• How do you feel about your finances right now?
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• If nothing changes in a year, will you feel okay with that?

Even if you’re capable, having a Thinking Partner brings added value. We align your financial decisions with your values, avoid costly mistakes, and reduce stress. For couples, we ensure both voices are heard and integrated into the plan. Many clients say they feel immediate relief knowing someone reliable is handling the complexities so they can focus on living their best lives.

See if you're a fit

Get in touch to discuss how I can create a financial plan tailored to your specific goals.