The hallmark of a successful career is not just financial security, it’s achieving the freedom to fulfill life goals you set for yourself and your family. You may be an executive, a business owner, or simply well-positioned in a fast growing company – in all cases, you want to be sure you’re moving in the right direction.
The reality is that as your experience and wealth grow, managing your financial life often becomes more complex. You need an experienced guide that understands the nuances of executive compensation, stock options, and exit strategies. These and other factors can influence how you approach the fundamentals – such as saving for college and retirement – as well as more aspirational plans.