Financial planning & tax filing for equity compensation earners.

Maximize your equity comp for your short term needs and long-term goals.

Equity compensation is overwhelming without expert strategy.

Managing expenses with a big chunk of your earnings in stocks is tough. Deciding when to sell and facing suprise taxes adds to the challenge. On top of this, relying solely on your company’s stock for your future is risky.

Get the most out of your stock-based compensation.

Equity compensation

Get the guidance you need to make the most of your company stock to reach your financial goals. Leverage your situation to realize both short-term cash needs and long-term plans while mitigating tax burdens. Get help wherever you are – a new hire, a startup, or entering the public arena.

Get help with

  • RSUs (restricted stock units)
  • ISOs (incentive stock options)
  • NSOs (non-qualified stock options)
  • ESPPs (employee stock purchase plan)
  • Section 10b5-1 Trading Plans
  • 83(b) elections
  • QSBS (qualified small business stock)

Relax and enjoy peace of mind with your plan in place.

Holistic planning

Holistic planning

With KFA’s guidance, I’m confident in our wealth accumulation strategy, giving us the freedom to focus on other priorities.

-Tapleigh and Jason N.

Holistic planning

Tax strategies

KFA is more partner than provider and have helped us create a plan to reduce taxes and make payments on time.

- Susan R.

Holistic planning

Trusted ally

KFA has become an integral part of our lives. My wife, who usually avoids financial conversations, loves working with Jason.

-Winston and Josephine T.

Client testimonials provided in accordance with SEC marketing ruleThe testimonials on this website are from actual clients who have used KFA financial planning services. They reflect the real-life experiences and opinions of those clients only. The experiences portrayed in the testimonials are personal to those particular clients, and may not be representative of all clients. KFA has not compensated any clients for providing testimonials..

Why have your financial planning and taxes under one roof?

An all-in-one partner ensures you maximize tax savings now and in the future. Relax with confidence.

Wealth Manager
  • Tax-efficient investment strategies
  • Short-term cash flow and long-term planning
  • All-inclusive, saving you time and avoiding costly oversights


Tax Filing

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Financial Planning

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Let's talk.

No hard sell, just lots of free ideas to answer your burning financial questions and see if we're a good fit.

Common questions include:

  • How do I pull everything together to make a comprehensive plan?
  • Am I missing out on any tax savings?
  • How do I ensure my family is set for the future?