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Self-Employed Women aka Boujee Boss Ladies

You Paved your own Path; Join a Community of Like-Minded Women!

Manage Irregular Income

  • 401(k), 403(b), 457(b), Simple IRAs (Savings Incentive Match Plan for Employees), SEP IRAs (Simplified Employee Pension)
  • Our financial advisors can recommend suitable investment options based on the employee's risk tolerance, time horizon, and financial goals.

Tax Optimization

  • Your company looks out for themselves, you must do the same. Navigate your pension benefits more effectively as a corporate employee.
  • Pension plans can be complex with different rules and terms including: vesting schedule, payout options, and early retirement options.
  • With an analysis of your desired lifestyle, expenses, legacy plan and other financial goals we can help determine the best use of your pension to help make what you want happen.

Investment Management

  • Understand the types of non-cash compensation: stock options, RSUs, and performance shares, define the terms, and assess the potential value based on when you want to retire.
  • When should you exercise and how long should you hold? Depending on the company's performance, your personal situation and goals, we can create a financial plan to help you make the most of your salary.
  • We can advise you on appropriate selling strategies based on minimizing tax burden and market conditions.

Financial Education

  • Clarify the specific terms and conditions of your deferred compensation plan, including the types of compensation eligible for deferral, vesting schedules, distribution options, and any potential risks associated.
  • How much income should you defer and what are the most appropriate distribtution strategies. Considering your tax bracket, desired retirement income and estate plan, we can help you make better decisions.
  • Our team can address changes in your circumstances or plan at anytime.

Find Your Community

A financial planner can help explain the types of non-cash compensation: stock options, RSUs, and performance shares, define the terms, and assess the potential value based on when you want to retire.

As your one-stop shop, we offer tax preparation services to our investment clients.



Design your plan

The Photoshoots

Being laid off feels traumatic but with the right planning, you can forge a path forward. 

Two important things to do are take inventory of what you have and understand your benefits.

Equity Comp 101: A Crash Course for Corporate Employees


Start with a 15-Minute Get to Know You Call with Your Best-Fit Advisor

Your best-fit advisor is Caroline Piehl, CFP®. Her experience working for major companies like Nike and The North Face...

Learn more about Caroline