Together We Can Engineer YourFutureTM Contact Us Holistic financial planning and investment advice in Silicon Valley and beyond. Specializing in serving technology professionals with stock compensation and related tax issues. Serves clients as a fiduciary. 100% fee transparency. Free Workbook 7 Keys to Financial Independence You control whether you achieve financial independence. The keys in this workbook will help you exercise that control, in the face of complex financial choices. ! ! GET THE WORKBOOK Something went wrong. Please check your entries and try again.