Services
Your desire for help usually starts with a question...
I'm transitioning out of work.
What should I be doing now?
How can I better manage the tax impact of my options and RSUs?
Is this new job opportunity worth pursuing?
I have a huge capital gain. How can I minimize the tax hit?
I got all this “investment stuff.”
Is it right for me?
My husband and I are divorcing. What should I be doing now?
Services
Your desire for help usually starts with a question...
I'm transitioning out of work.
What should I be doing now?
How can I better manage the tax impact of my options and RSUs?
Is this new job opportunity worth pursuing?
My CPA said I am eligible for a SoloK.
What's that?
I got all this “investment stuff.”
Is it right for me?
My husband and I are divorcing. What should I be doing now?
Focus Areas
We help in many areas, financial and otherwise, and are there to help you manage your financial life. Unless there are more immediate priorities, much of our strategy sessions focus on these three distinct areas:
Financial Planning
- One-Page Plan
- Opportunities & Blindspots
- Bringing it all together
Taxes
- Tax strategy
- Tax Return review
- Roth conversion opportunities
Investments
- Diversification & Risk
- Fear-Greed & Discipline
- Right asset, right account
What We Deliver
Here is what you can expect from the Perennial Edge team:
- A collaborative, thoughtful, and proactive experience centered on you.
- A passionate, well-trained team responsible for day-to-day activities, such as scheduling and money movement.
- Guidance and accountability as your plan takes shape.