Frequently Asked Questions

How we work, what you pay, and what to expect when you work with Paired Purpose Financial Planning.

We work with tech professionals at startups and established companies who want help with RSUs, stock options, and concentrated stock positions. We connect those decisions to your taxes, cash flow, and goals.
We’re based in Colorado and meet virtually with clients across the U.S.
Yes. We offer a free 30-minute introductory call to hear what you’re looking for, answer your questions, and see if we’re a good fit.

We provide personalized investment advice, not investment management, as part of ongoing annual or project based financial planning. You stay in control of your accounts and decide when to implement our recommendations.
Your plan tells us what your money needs to do and when you’ll need it. Money set aside for a home purchase in two years calls for a different approach than money you’re investing for retirement.

There’s no minimum asset level required to work with Paired Purpose Financial Planning.
Yes. We agree on the scope and fees upfront, so you know what’s included and what you’ll pay. You can choose hourly advice for a focused question, a flat-fee project for a broader plan, or ongoing planning as your needs evolve.
We chose a fee-only model to remove some of the conflicts that can arise when advisors earn commissions. Clients pay us directly for our guidance, and our compensation is independent of the products they choose. As a fiduciary, I put your interests first and disclose material conflicts of interest.