You’ve outgrown one-size-fits-all.
We work with high earners whose financial lives have outgrown generic advice. Our clients are tech professionals navigating equity compensation, families managing multiple income streams and competing priorities, and high-earning professionals who want clarity and a unique-to-them strategy that moves them from stuck to financially confident.
Tech Professionals with Complex Compensation
You’ve worked hard to get here. Now you have RSUs vesting every quarter, stock options you’re not sure when to exercise, an intimidating tax bill, and no clear strategy tying it all together. We help tech professionals at companies like Apple, Google, Meta, and other major employers build a coordinated plan for their equity, their investments, and their taxes.
Learn more
Your Family Has a Lot Going On
Two incomes, a business, a rental property, kids in or approaching college, equity vesting on one side and self-employment income on the other. The financial picture is real, and it’s complicated, and patching together advice from people who don’t talk to each other isn’t working anymore. We specialize in families where the moving parts are many, and the stakes are high.
Learn more
High Earners Who Want a Real Plan
You earn a lot. You’re smart about your money. But somewhere between a demanding career, a complicated compensation structure, and a life that keeps getting bigger, the financial clarity you want has stayed just out of reach. You need a plan that actually makes sense of everything, and tells you what to do next.
Learn moreThe LifeSighted Difference
Fiduciary, Always
We’re required by law to act in your interest. Always. No exceptions, no conflicts.
Fee-Only
We’re compensated only by the fee you pay us. No commissions. No products. No hidden incentives.
Planning + Tax
Your financial plan and your tax strategy are built together, by the same team.
Built for Complexity
Most people don’t realize how complex their finances have gotten. Equity comp, business income, real estate, multiple accounts: by the time you have two or three of these, you need someone coordinating across them. That’s the work we built this firm to do.