Wonderland Financial Planning

Most people come to me with a spreadsheet and a question they feel a little silly asking out loud. Is this enough? Could I stop? Would it be crazy to take a year off? They usually apologize for not having a better question. But it's the only question that matters. Here's what I've noticed doing this work for over a decade. People climb the ladder and chase "the number", and then they get there and find out those weren't the goals that mattered. Nobody wants to retire to nothing. They want to retire to freedom. They want to spend time traveling with their family. They want to go back to school to learn a new skill. They want to get off their computer for a living. Equity compensation has presented a whole population of tech workers with the gift of optionality. But it's not just about how to liquidate shares efficiently for tax purposes. It's about what the shares would let you do, and whether you have permission to go do it. So that's where we start. What to do with the RSUs, when to sell, and what that costs you, whether the new house math actually holds, the stuff that keeps a plan standing up. And once the base is there, we start to dream of all the things we want money to represent and support in our lives. I can't promise certainty, or all the answers, but I can promise to be there with you to guide you through it. Wonderland is a fee-only firm and I don't need to manage accounts for us to work together. Everyone starts with an initial plan to understand where you are today and to take action on the biggest moving parts in your financial life. From there, we can decide how to work together on an ongoing basis.