How do you manage your restricted stock units (RSUs)? When you have an event that leads to a large influx of money- be prepared.

The bell has been rung, and now you find your self with a concentrated equity position- what do you do? How do your protect your gains when your stock surges in price?

Based on the best selling book by Kathleen Burns Kingsbury, we offer a series of workshops on Breaking Money Silence at home and in the workplace.

Marie Kondo has helped thousands organize their home life, we can help you do the same with your finances. Find out how we help clients organize their financial life by creating their own personal financial roadmap?

There are strategies to make your gifts and money stretch farther and be more tax efficient. In this presentation we share how to seek advice on gifting and how your tax, legal, and financial advisors can work together with you to craft strategies that are just right for you.

Many factors come into play when deciding what type of life insurance will best suit your needs. The best thing to do is speak with a trusted and qualified financial professional who can assist you in looking at all the factors and help you to choose the policy that will work best for you.

Need a seasoned and experienced panelist at your conference? Both Victor and Kim have a wealth of experience on multiple topics including: digital technology, social media, financial planning, working in niche markets, our evolving industry, and working with women.

As podcast hosts, we make great podcast guests and would love the opportunity to share our insights on your podcast.