Graystone Advisor, LLC
Graystone Advisor provides comprehensive fee-only financial planning and investment management for couples who need help with their employee benefits, including Incentive Stock Options (ISOs), NQSOs, RSUs, ESPP, and their 401k.
I am obsessed with helping my clients live their best lives.
- Through experience and academic research, I love to go deep when helping clients explore their values; going beyond monetary goals to pursue the freedom to live the life they want to live.
- It starts with a foundation of financial security. This is not necessarily financial independence [yet], but the confidence that you know that you are saving enough to reach your future goals.
- Once you are confident you are on track, the next level is to figure out what makes you happy and fulfilled. Instead of waiting for retirement, what will help you enjoy the journey?