The simplest way to contact Kestrel Bay Retirement Advisors is the request form on this page; the office is at 97 112th Avenue Southeast, Bellevue, WA 98004, United States. Filling it out is a question, not a commitment.
Within a few days, someone from our team usually replies to find a slot for a first conversation. You'll hear what we'd look at first, and you can stop there.
What can you ask before deciding anything?
Plenty. Many people write to us unsure whether an advisor makes sense at all, and that's a fair thing to settle first. Ask how we'd think about a vest that lands on top of a big stock position, or what an exercise would cost in tax before you do it.
A planner on our team usually leads the first call, and it often runs around half an hour. We ask what you hold, when shares vest or options expire, and what worries you most. Nobody will push you to sign anything that day.
We'd also tell you plainly if we think you aren't ready. Our client minimum is $400K in investable assets, and if you're below it, we'd say so early rather than waste your time.
Which papers help on the first call?
None are required. If you have a few at hand, the conversation gets more specific, and these matter most for equity pay:
- Your latest RSU vesting schedule and the number of shares still unvested
- Option grant details: strike price, grant date, expiration date, and whether they're incentive or nonqualified
- The ESPP discount and your recent purchase dates
- A rough share of your net worth sitting in your employer's stock
- Last year's Form 1040 and your W-2 (the stock income shows up there)
- One question you'd like answered, such as how much tax a sale would trigger
Can you meet from anywhere?
Yes. Kestrel Bay Retirement Advisors works with people in every state, and most first conversations take place on video or by phone, whichever you prefer. If you're near Bellevue and would like to sit down, the office is available too.
Hours are by appointment, so you pick a slot that suits your workday or an evening after vesting season.
Kestrel Bay Retirement Advisors contact details
Kestrel Bay Retirement Advisors, LLC97 112th Avenue Southeast, Bellevue, WA 98004, United States
Areas we serve
All 50 states, with meetings by video or phone, plus our Bellevue office.
Kestrel Bay Retirement Advisors: common questions
Does the first meeting cost anything?
The cost of the first meeting is explained up front, before it's booked, so you know what to expect. Kestrel Bay Retirement Advisors doesn't quote fees on this page, and nothing is charged because you sent the request form.
What are the office hours?
Kestrel Bay Retirement Advisors meets by appointment rather than set walk-in hours. Send the request form, mention whether you prefer video, phone or the Bellevue office, and we'll propose times.