Kyle and Maya are both mid-career professionals where a significant part of their income is tied to equity compensation. Kyle works at Google, and Maya works at a biotech start-up. They want to organize their financial life, reduce taxes, and ensure they are on-track to reach their financial goals.

John and Amy would like to retire, or at least become work optional, within the next few years. They wish to ensure that they can do this without sacrificing their lifestyle or goals.

Mike is the owner of a digital marketing firm that has recently enjoyed rapid growth. He would like to better organize his finances and see if he can reduce his tax liability. He would also like to see how he can transition his firm to his daughter within the next ten years.