Financial Life
Advice for
Googlers

From executives to rising talent, we bring a nuanced understanding of Google—its culture, its challenges, and the pathways it offers for long-term success. With deep expertise in Google-specific benefits, including 401(k) plans and GSUs, we offer tailored financial guidance designed to bring clarity, simplicity, and confidence to every stage of your financial life—from the present day to your legacy for future generations.

Your Priorities, Our Focus

Our experience with Google has given us valuable insights that can help you. Here is the 'Top 10' list we hear from other Googlers—our process will address these and more.

01

Becoming Work Optional

02

Knowing "Your Number"

03

Creating a Clear Plan

04

Managing Google Stock

05

Balancing Enjoyment and Security

06

Reducing Financial Stress in Relationships

07

Navigating Market Volatility

08

Optimizing Your 401(k) and Benefits

06

Avoiding Costly Mistakes

10

Creating a Lasting Legacy

Google employees face distinct financial opportunities and complexities. From achieving work optional status to protecting your legacy, we provide the expertise and personalized guidance to help you navigate every stage of your financial life.

What You Can Expect

As a 100% pure fiduciary, we prioritize your best interests—ensuring every decision is made with care and integrity. We serve as a trusted steward and guiding hand, dedicated to helping you preserve and grow your wealth.

One-Time Donation

FIT MEETING

No decisions will be made during our first meeting. We believe the best decisions come from a thoughtful, unhurried process. This initial conversation is an opportunity for you to evaluate our practice and approach, ensuring we align with your needs. At the same time, we’ll assess your goals and expectations to confirm they fit with our philosophy and how we partner with our clients.

LIFETIME PLANNING

Our lifetime planning approach is centered around your critical life events and goals, evolving with you as your life, needs, and priorities change. We start by understanding your goals and vision for the future, then collaborate with you to develop your Personal Financial Profile. From there, we deliver a Comprehensive Financial Plan, a Financial Independence Analysis, and a Personal Financial Organizer. These tools integrate every aspect of your financial life, providing clarity and confidence in your financial decision-making.

YOUR PERSONAL CFO

We act as your personal CFO. We are keenly aware that life is not linear. Our experience allows us to anticipate potential challenges and opportunities, helping you stay ahead and make informed decisions with confidence. As fiduciaries, we are committed to always putting you and your family’s best interests first and serving as dedicated stewards of your wealth.

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Our Team

Dermott brings over 25 years of investment management experience in both public and private equity as well as alternatives, hedge funds, and institutional portfolio management. Bill began his career in the financial services industry in 2002 through his real estate investment business. As a team, they specialize in helping Google executives and employees navigate their financial future with expertise in Google benefits, managing concentrated stock, and growing and

preserving wealth.