Watch: how the Early Retirement Blueprint works
Here's What Happens Next
I work with a small number of senior tech executives at a time. I'm not a call centre. I'm not a robo-adviser. I'm a boutique financial adviser who has built 250+ Early Retirement Blueprints for people in exactly your situation.
The 15-Minute RSU Strategy Session
This is not a sales pitch. It's a specific, structured conversation about your RSU position.
In 15 minutes, we'll cover:
- Your next vest date — and the exact tax exposure you're looking at this financial year
- Whether the 30-day window applies to your situation right now
- Your concentration position — how much of your net worth is currently tied to one employer
- One immediate action you can take before your next vest to reduce your tax bill or de-risk your position
You'll walk away with clarity — regardless of whether we work together.
Who This Is For
✅ Senior tech exec at Atlassian, Google, Canva, Salesforce, CrowdStrike, or similar
✅ RSUs vesting in the next 90 days
✅ No clear plan for the tax bill, the sell-down, or where the proceeds go after
✅ Household income $400K–$1M+ but not feeling like it
Not Ready to Book? Start Here.
DM me on LinkedIn with the word RSU and I'll send you the three questions every tech executive needs to answer before their next vest date. No call required. No obligation.