27+ Years Helping Engineers, Founders & Tech Executives Who Think Differently
Clarity. Confidence. Control.
We serve as a thinking partner for engineers and executives with $2M–$10M+, helping them simplify financial complexity, optimize stock compensation, and plan for financial independence—through a personalized, fee-only approach.
Tap into the 27+ years of experience
has working with Tech Industry Clients in Palo Alto
and Worldwide
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Strategic Financial Guidance for Engineers & Tech Executives You’ve built your wealth—now protect it, grow it, and put it to work. We help you with making the high-stakes decisions, minimizing taxes, and aligning your wealth with what matters most.
- Data-driven insights. Human-centered planning.
- Make confident decisions, create sustainable wealth, and live life on your terms.
"I have worked with Meredith since 2019. Highly recommend her. She is both numbers-smart and people-smart, meaning she really listens to you and tailors strategy based on your goals. She is a great communicator, with a special talent for distilling financial situations into clear, concise terms." Melissa R.
