Corporate Exit Planning for High Earners
Ready to pull the ripcord on corporate life? We help professionals with strategies they need to exit corporate life with confidence. When you’re ready to make the jump, we’ll make it with you
Corporate Exit Planning for High Earners
Ready to pull the ripcord on corporate life? We help professionals with strategies they need to exit corporate life with confidence. When you’re ready to make the jump, we’ll make it with you
Corporate Exit Planning for High Earners
Ready to pull the ripcord on corporate life? We help professionals with strategies they need to exit corporate life with confidence. When you’re ready to make the jump, we’ll make it with you
Your Equity Shouldn't Be Golden Handcuffs
You've built wealth in corporate, but now you're stuck.
Health insurance worries keep you tied to a job you want to leave.
You're not sure how to manage cash flow without a steady paycheck.
Tax mistakes could cost you thousands when you exit.
Without the right plan, your equity becomes a prison instead of freedom. You watch years slip by, dreaming of pulling the ripcord but too scared to make the move. Meanwhile, Uncle Sam is waiting to take a bigger slice of your hard-earned wealth.
The longer you wait without a strategy, the more expensive your exit becomes. And the life you want keeps getting pushed further away.
Your Equity Shouldn't Be Golden Handcuffs
You've built wealth in corporate, but now you're stuck.
Health insurance worries keep you tied to a job you want to leave.
You're not sure how to manage cash flow without a steady paycheck.
Tax mistakes could cost you thousands when you exit.
Without the right plan, your equity becomes a prison instead of freedom. You watch years slip by, dreaming of pulling the ripcord but too scared to make the move. Meanwhile, Uncle Sam is waiting to take a bigger slice of your hard-earned wealth.
The longer you wait without a strategy, the more expensive your exit becomes. And the life you want keeps getting pushed further away.
Your Equity Shouldn't Be Golden Handcuffs
You've built wealth in corporate, but now you're stuck.
Health insurance worries keep you tied to a job you want to leave.
You're not sure how to manage cash flow without a steady paycheck.
Tax mistakes could cost you thousands when you exit.
Without the right plan, your equity becomes a prison instead of freedom. You watch years slip by, dreaming of pulling the ripcord but too scared to make the move. Meanwhile, Uncle Sam is waiting to take a bigger slice of your hard-earned wealth.
The longer you wait without a strategy, the more expensive your exit becomes. And the life you want keeps getting pushed further away.
Freedom That Feels Like Your Best Life Decision
We've helped professionals turn their equity into the life they actually want. Each exit strategy reflects our commitment to creating tax-smart transitions that fund your dreams.
Tax Savings Maximized
Proactive planning, to keep more money in your pocket
Health Insurance Solved
Coverage that doesn't tie you to a desk
Cash Flow Confidence
An income plan, without the corporate grind
Freedom Timeline
Your exit date circled on the calendar
Post-Corporate Life
Sleeping in on Tuesdays because you can
Freedom That Feels Like Your Best Life Decision
We've helped professionals turn their equity into the life they actually want. Each exit strategy reflects our commitment to creating tax-smart transitions that fund your dreams.
Tax Savings Maximized
Proactive planning, to keep more money in your pocket
Health Insurance Solved
Coverage that doesn't tie you to a desk
Cash Flow Confidence
An income plan, without the corporate grind
Freedom Timeline
Your exit date circled on the calendar
Post-Corporate Life
Sleeping in on Tuesdays because you can
Freedom That Feels Like Your Best Life Decision
We've helped professionals turn their equity into the life they actually want. Each exit strategy reflects our commitment to creating tax-smart transitions that fund your dreams.
Tax Savings Maximized
Proactive planning, to keep more money in your pocket
Health Insurance Solved
Coverage that doesn't tie you to a desk
Cash Flow Confidence
An income plan, without the corporate grind
Freedom Timeline
Your exit date circled on the calendar
Post-Corporate Life
Sleeping in on Tuesdays because you can
Your Path to Post-Corporate Freedom
We've walked this path ourselves and guided professionals through their exit. Whether you need a complete strategy, ongoing support, or expert guidance, we've got the plan that fits your timeline.
01
Map Your Exit Goals
We'll understand your timeline, dreams, and what's holding you back from making the move.
02
Create Your Exit Plan
Build an exit strategy covering taxes, health insurance, cash flow, and your transition timeline.
03
Execute Your Freedom
Launch your post-corporate life with confidence, with clear action steps to execute and update your plan over time
Your Path to Post-Corporate Freedom
We've walked this path ourselves and guided professionals through their exit. Whether you need a complete strategy, ongoing support, or expert guidance, we've got the plan that fits your timeline.
01
Map Your Exit Goals
We'll understand your timeline, dreams, and what's holding you back from making the move.
02
Create Your Exit Plan
Build an exit strategy covering taxes, health insurance, cash flow, and your transition timeline.
03
Execute Your Freedom
Launch your post-corporate life with confidence, with clear action steps to execute and update your plan over time
Your Path to Post-Corporate Freedom
We've walked this path ourselves and guided professionals through their exit. Whether you need a complete strategy, ongoing support, or expert guidance, we've got the plan that fits your timeline.
01
Map Your Exit Goals
We'll understand your timeline, dreams, and what's holding you back from making the move.
02
Create Your Exit Plan
Build an exit strategy covering taxes, health insurance, cash flow, and your transition timeline.
03
Execute Your Freedom
Launch your post-corporate life with confidence, with clear action steps to execute and update your plan over time
Frequently Asked Questions
(FAQs)
What does your firm specialize in?
We help executives and senior professionals unlock their golden handcuffs - stock options, RSUs, and other equity-based pay, so they can confidently plan their exit, reduce taxes, and build lasting wealth.
Who do you work with?
Our clients are typically VP, Director, and senior-level professionals with $2–5M+ in assets or company equity who are preparing for a corporate exit, early retirement, or transition into consulting.
What are golden handcuffs, and why do they matter?
Golden handcuffs are compensation packages that make it financially difficult to leave a company like stock grants, bonuses, or deferred pay. Without planning, they can trap you in a job longer than you want. With the right strategy, they can become the foundation of your independence.
What does your firm specialize in?
We help executives and senior professionals unlock their golden handcuffs - stock options, RSUs, and other equity-based pay, so they can confidently plan their exit, reduce taxes, and build lasting wealth.
Who do you work with?
Our clients are typically VP, Director, and senior-level professionals with $2–5M+ in assets or company equity who are preparing for a corporate exit, early retirement, or transition into consulting.
What are golden handcuffs, and why do they matter?
Golden handcuffs are compensation packages that make it financially difficult to leave a company like stock grants, bonuses, or deferred pay. Without planning, they can trap you in a job longer than you want. With the right strategy, they can become the foundation of your independence.
What does your firm specialize in?
We help executives and senior professionals unlock their golden handcuffs - stock options, RSUs, and other equity-based pay, so they can confidently plan their exit, reduce taxes, and build lasting wealth.
Who do you work with?
Our clients are typically VP, Director, and senior-level professionals with $2–5M+ in assets or company equity who are preparing for a corporate exit, early retirement, or transition into consulting.
What are golden handcuffs, and why do they matter?
Golden handcuffs are compensation packages that make it financially difficult to leave a company like stock grants, bonuses, or deferred pay. Without planning, they can trap you in a job longer than you want. With the right strategy, they can become the foundation of your independence.
How are you different from other financial advisors?
Most advisors focus on general retirement or investments. We specialize in corporate exit planning, combining equity compensation expertise with proactive tax strategies. Our clients don’t want to just “save for retirement”, they unlock their freedom sooner.
What fees do you charge?
We are a fee-only firm, which means no commissions or hidden incentives. Most clients engage us for ongoing wealth management, which includes investment management and tax planning. We also offer project based corporate exit plans. You can review our services and fees on the What We Do page of our site.
Do you only work with local clients?
No. Our offices are based in North Carolina and Connecticut and serve clients in Boston and other tech hubs, we work virtually with clients nationwide.
How are you different from other financial advisors?
Most advisors focus on general retirement or investments. We specialize in corporate exit planning, combining equity compensation expertise with proactive tax strategies. Our clients don’t want to just “save for retirement”, they unlock their freedom sooner.
What fees do you charge?
We are a fee-only firm, which means no commissions or hidden incentives. Most clients engage us for ongoing wealth management, which includes investment management and tax planning. We also offer project based corporate exit plans. You can review our services and fees on the What We Do page of our site.
Do you only work with local clients?
No. Our offices are based in North Carolina and Connecticut and serve clients in Boston and other tech hubs, we work virtually with clients nationwide.
How are you different from other financial advisors?
Most advisors focus on general retirement or investments. We specialize in corporate exit planning, combining equity compensation expertise with proactive tax strategies. Our clients don’t want to just “save for retirement”, they unlock their freedom sooner.
What fees do you charge?
We are a fee-only firm, which means no commissions or hidden incentives. Most clients engage us for ongoing wealth management, which includes investment management and tax planning. We also offer project based corporate exit plans. You can review our services and fees on the What We Do page of our site.
Do you only work with local clients?
No. Our offices are based in North Carolina and Connecticut and serve clients in Boston and other tech hubs, we work virtually with clients nationwide.
We've Already Pulled Our Ripcord
Ready to make the jump from corporate to freedom? We're not just financial advisors who read about exit strategies in textbooks. We've lived it. We pulled our own ripcord and now help tech professionals do the same with confidence and smart planning.
We've Already Pulled Our Ripcord
Ready to make the jump from corporate to freedom? We're not just financial advisors who read about exit strategies in textbooks. We've lived it. We pulled our own ripcord and now help tech professionals do the same with confidence and smart planning.
We've Already Pulled Our Ripcord
Ready to make the jump from corporate to freedom? We're not just financial advisors who read about exit strategies in textbooks. We've lived it. We pulled our own ripcord and now help tech professionals do the same with confidence and smart planning.
Let’s Bring Your Vision to Life
Let’s Bring Your Vision to Life