After a successful 15+ years in corporate finance, Kristen realized her knowledge and skills were best used on the personal finance side. Helping families make better financial decisions to meet their goals. Kristen specializes in planning around equity compensation, RSUs, ESPPs, and stock options, helping to manage income while keeping an eye on taxes.
While Kristen is based in Massachusetts, our practice is fully virtual and we work with clients all over the United States.