These services work together to handle the specific money questions that come with working in technology. If much of your net worth is tied up in company stock or options, if you're navigating RSU taxation, or if you're trying to build a diversified plan alongside equity compensation, start with the service that matches your current situation. Each one builds on the others to get you a complete picture.
Equity compensation planning
Kestrel Bay Retirement Advisors offers equity compensation planning with a quarterly sale calendar for RSUs, options and ESPP. Request a first meeting.
See how it works →Concentrated stock positions
Kestrel Bay Retirement Advisors counts options, RSUs and ESPP shares in one tax-first concentrated stock position plan. Request a first meeting.
See how it works →Roth conversion planning
Kestrel Bay Retirement Advisors builds Roth conversion planning schedules with a Medicare lookback calendar. Send the request form to book a video call.
See how it works →401(k) rollover help
Kestrel Bay Retirement Advisors plans your 401(k) rollover as a direct move, with a written recommendation per account. Request a review online.
See how it works →Tax-loss harvesting
Kestrel Bay Retirement Advisors plans tax-loss harvesting on RSU and ESPP lots and sends a lot map and sale calendar. Send a request to talk it through.
See how it works →Tax-efficient withdrawal strategy
Kestrel Bay Retirement Advisors builds a tax-efficient withdrawal strategy with lot-by-lot sale instructions. Send the request form to start a review.
See how it works →Donating appreciated stock
Kestrel Bay Retirement Advisors plans donating appreciated stock lot by lot and hands you a one-page lot list. Send a request to talk it through.
See how it works →