Other Professional Resources

Disclaimer: you will need to contact these professionals directly to confirm their pricing, and whether they are accepting new clients.

Project-based Financial Planners (General)

• Chris Remedios: https://www.remediosfinancialplanning.com/
• Autumn Kruse: https://www.krusefinancialstrategy.com/
• Julie Asti: https://astifinancial.com/

Project-based Financial Planners (Equity Comp Expertise)

• Heather Liston: https://www.clarityfinancialca.com/
• Rebecca Conner and Jim Garvin: http://www.seedsafefinancial.com/
• Dave Meyers: http://www.meyersmoney.com/

Tax Professionals (Equity Comp Expertise)

• Minnie Lau, CPA: https://www.minnielau.com/
• Heather Liston, EA: https://www.clarityfinancialca.com/

Group Learning

• Lauryn Williams: https://www.worth-winning.com/.