Transforming Complexity into Clarity: Case Study for Kevin & April

From Chaos to Clarity: Kevin & April’s Wealth Strategy

Life is moving fast.

Careers demand everything. Kids need everything. And money? It should serve you, not stress you out.

Kevin and April had high incomes, multiple equity plans, complex taxes and no time to make it all work. Every choice mattered. Every decision felt urgent.

They didn’t need another app. They didn’t need generic advice. They needed clarity.

Their Questions

• “Are we making the most of our income?”

• “Are we being smart with taxes?”

• “Are we building the future we actually want?”

How We Helped

We turned complexity into action:

• Tax & Equity Strategy: Customized plan for RSUs, ESPPs, and ISOs

• Retirement Optimization: Mega Backdoor Roth strategies beyond 401(k) limits

• Liquidity Planning: Long-term approach for pre-IPO shares

• Investment Alignment: Portfolios consolidated by risk, timeline, and tax treatment

• Comprehensive Planning: Education, early retirement, and legacy goals

• Decision Support: Ongoing system to save time and reduce stress

Financial Services Provided:

Executive Compensation & Equity Planning | RSU & Stock Option Tax Strategy | Mega Backdoor Roth Setup & Optimization | Investment Allocation Across Account Types | Long-Term Cash Flow & Goal Planning | Education, Retirement, and Legacy Planning | Ongoing Coordination & Strategic Advice

The Transformation

With a clear plan, Kevin and April:

• Saw the big picture and made confident decisions

• Turned complex equity and tax issues into actionable steps

• Freed time for family, career, and life outside work

They weren’t just managing money, they were shaping their future.

Why It Matters

If your life is complicated, your income is high, and your time is short:

You don’t need another tool. You need someone who sees the whole picture.

Clarity replaces chaos. Freedom isn’t far behind.