You Deserve
Financial Clarity.
RSUs. Stock options. Small business income. A tax bill that keeps climbing. Your family’s financial life is complicated.
LifeSighted brings your financial plan, tax strategy, tax prep, and investments together so nothing falls through the cracks.
See how we workWho we help.
You’ve got equity comp, a tax situation that gets messier every April, and a financial life that doesn’t fit into a standard spreadsheet. You don’t need generic advice. You need a decision partner who sees the full picture.
Sarah had more equity than answers.
Four years of RSUs sitting in her brokerage account. Every quarter she’d think about selling, start researching the tax implications, and close the laptop. Then April would come with a tax bill bigger than expected. Again.
How we help with equity comp
Marcus and Elena had multiple income streams and zero coordination.
Between his RSUs and her variable business income, their tax situation changed every quarter. They had a CPA, a financial advisor, and a business accountant. None of them had ever spoken to each other.
How we help with complex income
James was making good money. He still worried about it.
Fifteen years in corporate leadership. 401(k) maxed every year. Savings growing steadily. But he couldn’t answer the one question that actually mattered: was he on track?
How we help high earners
Your entire financial life.
All under one roof.
Most high earners are piecing together advice from people who don’t talk to each other. There’s a cost to that, and it’s not just fees.
- A financial advisor who doesn’t know your tax situation.
- A CPA who files your return but doesn’t advise on strategy.
- A company benefits portal with generic, one-size-fits-all guidance.
- An estate attorney who drafted documents years ago and hasn’t been heard from since.
One relationship. One team. One strategy.
Your financial plan informs your tax strategy. Your tax situation shapes your investment decisions. Everything works together because we’re paying attention to all of it.
That means fewer surprises, less second-guessing, and the confidence that comes from knowing someone actually sees the full picture.
How we help.
We get to know you first. Your goals, your concerns, the decisions that feel too big to make alone. Then we build a plan around how it all connects, and we stick around to make sure it keeps working.
Your advisor, when decisions come up.
Questions come up between meetings. You reach out when they do. Whether it’s a vesting schedule or a career change, your advisor is a message away. No extra charge.
Tax planning that happens before April.
We model scenarios before you act. Roth conversions, RSU sell timing, estimated payments, charitable giving. April should confirm what you already expected, not surprise you.
All your accounts, managed as one.
Taxable, retirement, and equity accounts as one coordinated portfolio. Not separate buckets managed by separate people.
Your tax return and financial plan, from the same team.
No information lost in translation between firms. Your return becomes the verification step, not a separate process.
A plan that adjusts when your life does.
New grant, new baby, new job offer. We reach out proactively when something in the market or tax code affects your plan.
Meet our founder.
Don Hance Jr., CFP®, EA, founded LifeSighted in 2017 after seeing too many high earners push off their dreams until retirement. A former tech startup founder himself, he specializes in helping tech professionals make sense of RSUs, stock options, and complex tax situations. He’s been recognized as a Top 10 Young Advisor to Watch by Financial Advisor Magazine and served as President of the Financial Planning Association of Los Angeles.
The latest insights.
Practical guidance on equity compensation, tax strategy, and building wealth when your financial life doesn’t fit a standard playbook.
When you’re ready to talk, here’s where we start.
Introduction
You ask questions, we ask questions, and we see if it’s the right fit.
Discovery
We learn about your goals, your concerns, and your full financial picture.
Roadmap
We walk you through a plan built around your situation.
No prep. No pressure. Just a relaxed conversation with a CFP® who’s here to help.