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  • Retirement Planning
  • Equity Compensation Planning
  • Personalized Wealth Building

Work Wealthy

  • Maximize the Value of Your Employer-Sponsored Retirement and Equity Compensation Plans...
  • Work makes your Lifestyle possible. But, what's your Long-term Plan?
  • Contact us for a Free 30 Minute Analysis and Strategy Session.

About Us Planning Investing

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Who We Are

We are a Full Service Financial Planning and Asset Management firm. We'll teach you to maximize the value and manage the risk of your employer-sponsored equity compensation and retirement plans while you build a diversified investment portfolio in order to confidently build your family's wealth.

  • Comprehensive Financial Planning
  • Retirement Plan Asset Management
  • Employee Compensation Strategy
  • Diversification and Asset Allocation
  • Complete Portfolio Management
  • One-On-One Financial Planning and Consulting, In Person, On the Web or via Teleconference

Our Experience

For over 25 years, we have focused on helping executives and employees, like you, implement the two essential strategies that make the most of these programs sponsored by your employer. Retirement planning is strategic. It requires a long-term plan. Equity compensation planning is tactical. It requires disciplined short-term attention to detail.

Your Goals

We can show you how to do both to build your wealth for the long term. Get smarter about your serious money. Make a plan today. Contact us for a Free 30 Minute Analysis and Strategy Session.

Get Started

Financial Planing Financial Planing

Do you have a retirement plan?

Do you have a regularly monitored, disciplined, long-term strategy for managing your retirement plan? Ask for a Free 30 Minute Analysis and Strategy Session. Find out if our interactive financial planning service is what you've been looking for.

During your free session, we will discuss these common concerns:


What are your most important financial goals? Does your retirement plan reflect these?


What is your net worth? How much of this is reflected by what you've set aside for retirement?


What most concerns you about your current financial situation? Do you know what is the biggest risk to your finances?


How much do you spend? Have you thought about how much you'd need to maintain your lifestyle in retirement?


Are you actively planning for a comfortable retirement by optimizing your company sponsored plan?

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Maximize the Value of Your Equity Compensation

We know from experience that many employees are confused and have many questions.

  • Which grants should I exercise?
  • Which ones should I hold?
  • Do my Stock Options Expire?
  • Are my Underwater Options worth anything?
  • What is the Tax Treatment of my Option Exercise?
  • Can I use my Stock Options to plan for retirement?
  • Is there an Equity Compensation Diversification Strategy that can lead to Disciplined Wealth Building?

Our Process

We'll give you a simple metric to optimize your equity exercises and reduce your risk

Free 30 Minute Analysis and Planning Session

Get Started

You should know these five things about your equity compensation:


Do you know how much you’d leave on the table if you left your company?


Do you know how much leverage there is in your current equity grants?


Do you know the stock price at which you to meet your financial goal?


Do know just how much of your net worth is concentrated in company stock?


Do you know the optimum time to exercise your stock option grants?

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Disciplined Wealth Building

Investing your earned wealth requires a plan that matches your dreams and is tailored for your comfort.

Strategic Financial Planning

We are ready to provide you with a comprehensive financial plan that incorporates your hopes and aspirations. We can help you budget, plan for college and save for retirement. Tell us how you want your wealth to Work.

Start with a Free 30 Minute Analysis and Strategy Session

Walk through a simple 12-question process with us and then choose from a diverse set of custom portfolios that match your investment goals and risk tolerance. Enhance your portfolio management with automated portfolio rebalancing and tax-loss harvesting. All for one low fee.

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Our Blog

Where we share our current thinking about managing equity compensation and retirement plan assets in conjunction with a life-long, strategic financial plan.


My clients at companies preparing for an initial public offering (IPO) are giddy with thoughts of the wealth and opportunities it will provide. Many of…

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Listen to the Podcast we recorded for myStockOptions.com Your browser does not support the audio element. Click here as an alternative. While many of my…

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I see too many smart people with substantial gains in stock options who do dumb things. A disciplined stock option exercise strategy can prevent some…

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What We Are Reading Now

Work Wealthy Ebook

Get Our e-Book

This common sense guide to your stock options and other equity compensation is a handy resource for anyone who receives equity as part of their pay. It offers simple strategies for making sure you don’t make big, expensive mistakes and includes easy-to-use tips and tools. You’ll learn to use your comp plan to prepare for retirement, minimize your tax burden and deal with the market’s ups and downs. Available at Amazon.com. $6.99

Get your copy today

Work Wealthy Location


Get In Touch

Tel: 844-400-3860

1999 Broadway Suite 550
Denver CO 80202