Ben & Ali


Ben is a serial tech entrepreneur and Ali is a psychiatrist in private practice. They have kids. Ben built an interesting small company and recently sold it to Google–which changed their financial situation markedly. Ben loves the technical, creative, and organizational challenges of building a company. Ali’s practice is just about full, she generally loves the work but sometimes finds the volume overwhelming. When they came to us they were short on time, having trouble adjusting to their new financial reality, and missing out on many tax planning and investment opportunities. Once we started working together, Ali and Ben got clarity on their life vision and what practical steps they needed to take to rebalance their work and their life. On the technical side, we coordinated with their longtime tax preparer and finally implemented a proactive plan so tax time would not be a painful surprise anymore. Ben and Ali now feel their life vision, values, and financial lives are aligned and it feels great.