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)

 

Project-based or Ongoing Financial Planners (Equity Comp Expertise)

 

Ongoing Financial Planners (Equity Comp Expertise)

 

Tax Professionals (Equity Comp Expertise)

 

Group Learning or Short-term 1×1 Packages