Kevin Estes portrait. Smiling and wearing a dark gray suit and black shirt in front of a dark brown background.

I’m an hourly financial planner who helps tech professionals and their families live great lives.

As seen in:

Like other tech employees, do you wonder:

  • 401K in green text in front of a magenta background.

    How much to contribute to 401(k)?

  • ESPP in green text in front of a magenta background.

    Whether to participate in the ESPP?

  • RSUs in green text in front of a magenta background.

    What to do with Restricted Stock Units?

  • HSA in green text in front of a magenta background.

    Whether to fund an HSA?

Here's how the financial planning process works:

  • Illustration of two people chatting. One is in blue. The other is in green. Word bubbles are above. In front of a dark gray background.

    1. Free consultation

    We'll mutually determine fit in a virtual meeting.

  • Illustration of a roadmap. It is a windy road in white, blue, magenta, and green. In front of a dark gray background.

    2. Draft a roadmap

    We'll determine your priorities and engagement scope.

  • Illustration a blue and white snow-capped mountain. Green dots mark points on a dashed trail on the way to a green flag at the summit. In front of a dark gray background.

    3. Develop your plan

    We'll collaborate on your financial plan through a series of meetings.

Learn More

Pure advice… really!

You’re never:

  • Surprised by fees

  • Required to move assets

  • Charged more just because you have more

Trusted by employees at:

What do these mean for you?

  • I only advise what’s in your best interest. Not mine.

  • I only get paid by you. Complete transparency. No products, commissions, or hidden charges.

  • You maintain complete control of your money. No hassle of moving assets or accounts.

  • Results for you, not shareholders or private equity stakeholders. No sales quotas. No toeing the company line. I’m not tied to any family of funds, investments, or insurance products.