Financial Alignment
Money is not the goal. It's the tool.
The purpose of financial planning is to align your financial decisions with the life you're trying to build. Time, health, relationships, purpose, experiences, options: these are what you're actually planning for.
Investments, taxes, retirement, and estate planning are how we get there, not the destination itself. Together, we'll bring every piece of your financial life into one coordinated strategy, so your decisions support the life you're building instead of competing with it.
The Whole Wealth Framework
What are we planning for?
Every plan starts with the life you're building, not just the accounts you hold.
Time
How do you want to spend your life?
Health
What needs to be protected so you can enjoy what you've built?
Relationships
Who is affected by the decisions we make?
Purpose
What are we actually trying to build?
Experiences
What do you want your wealth to allow you to do?
Options
Where do you want more freedom to choose?
What are we planning with?
Money
This is where financial planning becomes coordinated. Every financial decision affects another one.
A Specialty Within the Practice
Financial planning for software engineers
Many of Eclipse's clients are software engineers navigating equity compensation, concentrated stock, and complex vesting schedules. ISOs, NSOs, RSUs, and ESPPs each carry their own tax rules and their own timing windows, and getting the timing wrong is often the most expensive mistake in an otherwise sound financial plan.
Your Next Best Financial Decision.
A collaborative process designed to bring clarity to complex decisions and confidence to every step of your financial journey.
Understand
Explore
Decide
Implement
Repeat
Life changes. Goals evolve. Opportunities come and go. We're here for every important financial decision along the way.
Experience You Can Trust
Helping clients navigate complex financial decisions.
Helping software engineers make smarter decisions about their wealth.
Built around real lives, not just portfolios.
Transparent planning focused on relationships, not transactions.
One advisor. One strategy. One place to turn.
Every relationship begins with a conversation. We'll discuss where you are today, where you'd like to go, and how we can align your financial life around it.
Start the ConversationA short conversation about where you are and where you'd like to go. No pitch, no obligation.