Start Here
Start with what matters most.
Your financial life rarely fits neatly into one category. Begin with the priority closest to what you’re working toward, and explore the areas a conversation with Strategic Capital may help bring into focus.
Explore Your Starting PointYour selected starting path
What this may involve
A first conversation may cover
This is not financial, investment, tax, or legal advice. It is a structured way to orient an introductory conversation.
Optional Context
You don’t need every detail before we meet.
A first conversation can start with what you know today. Rough estimates are fine. If it would help, you can give the team a little context before you talk.
Planning Paths
What are you building toward?
Choose the goal or decision closest to what you are trying to accomplish. These paths are intended to help organize a conversation and do not provide financial, investment, tax, or legal advice.
Equity Compensation / Tech Career Equity compensation, concentrated stock, tax exposure, and long-term wealth planning.
What may be happening
- RSUs, stock options, ESPPs, or deferred compensation
- Concentration risk from employer stock
- Planning around liquidity windows or career changes
A first conversation may cover
- Equity compensation planning
- Tax planning coordination
- Direct indexing or diversification strategy
- Investment management
- Estate and insurance review when appropriate
Business Owner / Founder Business decisions, personal wealth, retirement plan design, and tax coordination often overlap.
What may be happening
- Owner compensation and business cash flow
- Retirement plan design or improvement
- Exit planning, liquidity, or succession questions
A first conversation may cover
- Business financial advisory
- 401k or retirement plan consulting
- Tax planning coordination
- Investment management
- Estate and risk-management review
Family Wealth Investments, tax strategy, estate coordination, and family priorities need a unified plan.
What may be happening
- Complex portfolio and family balance-sheet decisions
- Estate planning or legacy concerns
- Coordinating CPA, attorney, and advisory conversations
A first conversation may cover
- Investment management
- Estate planning coordination
- Tax planning strategies
- Family office services
- Insurance and risk planning
Major Life Transition Financial decisions can become urgent at exactly the moment life is least settled.
What may be happening
- New responsibility for accounts or planning decisions
- Income, estate, beneficiary, or liquidity questions
- Need for patient organization before action
A first conversation may cover
- Financial planning
- Investment management
- Estate and beneficiary review
- Income and tax coordination
- Insurance review when relevant
Windfall / Liquidity Event A large influx of wealth can create tax, investment, family, and timing decisions at once.
What may be happening
- Inheritance, settlement, business sale, insurance proceeds, or stock event
- Need to avoid reactive decisions
- Questions about preservation, income, taxes, and legacy
A first conversation may cover
- Investment management
- Tax planning coordination
- Estate planning coordination
- Risk and insurance review
- Strategic financial roadmap
Employer Retirement Plan Sponsor Plan design, fiduciary responsibility, employee education, and regulatory oversight require structure.
What may be happening
- 401k, 403b, cash balance, or group retirement plan questions
- Fiduciary oversight or compliance concerns
- Employee education and retention goals
A first conversation may cover
- Plan design and administration
- Fiduciary oversight consulting
- Regulatory compliance and risk management
- Employee retirement education
- Provider and fee benchmarking
Take a closer look
Still getting a feel for things?
Keep looking at your own pace. Research is useful when it helps you decide whether a conversation makes sense.