Work-Optional Planning

Make work a choice.

Reaching financial independence means having the option to step away, scale back, or pursue new passions—without worrying about money—whether that means scaling back, shifting into passion projects, or stepping away entirely. We help you design a financial plan that accelerates their path to work-optional living and create the flexibility to work less, give more, and live to your fullest potential.

How we help with work-optional planning:

• Coast FIRE & Semi-Retirement Strategies
  Maximize the value of your stock options, RSUs, and other equity awards with strategies for tax optimization, timing exercises, and long-term alignment with your financial goals.

• Optimized Withdrawal & Income Planning
  Unlock the potential of your deferred compensation plan by managing contributions, distributions, and tax deferral strategies that fit your retirement timeline.

• Investment & Tax Strategies for Long-Term Freedom
  A work-optional life requires more than just saving—it requires a plan. We’ll structure your portfolio for growth while minimizing tax drag.