Paul Saad

My Process

I believe good financial planning is less about producing a thick financial plan and more about helping you make better decisions. My approach starts with understanding what matters to you—your goals, priorities, concerns, and the tradeoffs you're willing to make. From there, we bring together the different pieces of your financial life, including investments, taxes, retirement, equity compensation, cash flow, insurance, and estate planning, to build a coordinated strategy. I work especially well with mid- to late-career professionals who have done a good job accumulating wealth but find that their financial lives have become increasingly complex. The goal is to simplify that complexity, model the choices in front of you, and give you a clear path forward. Planning is ongoing and collaborative. As your career, family, markets, tax laws, and priorities change, your plan should change with them.