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An Interior Designer’s Tips On Preparing For Your First Renovation

My homeowner clients often have a wish list of home improvement projects. Embarking on a major renovation for the first time can feel daunting. I collected my clients’ FAQs and interviewed Alice [...]

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Estate Planning: Grim (but Important) Topic for All Adults

All adults, including young adults, singles, and the child-free, should have an estate plan. Estate planning is about ensuring your wishes are honored upon your death or incapacitation. Although [...]

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Thinking of Leaving the Bay Area? Be Aware of These Pitfalls

Escaping the Bay Area or California altogether has been a hot topic in the news. In 2020, many people left the expensive Bay Area, which led to massive drops in SF rents. I was interviewed on [...]

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Snowflake IPO: Prepare for Lockup Ending March 5, 2021

The Snowflake IPO is the largest software IPO ever. After pricing its IPO at $120, the stock price has surged. You may have sold 25% of your shares during the December window. Another important [...]

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[Video] Restricted Stock Units (RSUs)

RSUs (Restricted Stock Units) are company stock that will be paid according to a vesting schedule. The taxation of RSUs isn’t straightforward. And what’s even more difficult is [...]

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[Video] Incentive Stock Options

Incentive Stock Options are complicated. If you’re an early employee of Affirm, Snowflake, or soon-to-IPO companies like Coinbase, you likely are facing a windfall. Before you go down the [...]

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[Video] Prepare for your Company’s IPO

Congratulations on your company’s IPO! Now comes the hard part as you wait for the lockup period to end. Traditionally, companies enforced a 180-day lockup period. Recent IPOs from Affirm, [...]

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Snowflake IPO: Which Financial Professional Should You Hire?

Happy New Year! Finances are a common new year’s resolution. And the complexity and magnitude of your Snowflake stock compensation is a lot to handle alone. I previously wrote about how [...]

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Snowflake IPO and Your RSUs

You may have received another equity award from Snowflake called Restricted Stock Units. RSUs are more straightforward compared to your Incentive Stock Options, which were granted pre-IPO. RSUs [...]

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Snowflake’s Lockup is Ending: Prepare for an Emotional Roller Coaster

After guiding clients through their company’s IPO and the subsequent lockup, I wanted to share lessons from their experiences. You’ll learn about the three mental traps I’ve observed [...]