Samuel Audy

If you check any of these boxes, keep reading. ☒ Unsure how income, taxes, and investments connect ☒ No clear plan for near-term or retirement goals ☒ Life change: new job, marriage, divorce, or a child ☒ Inherited money and unsure what to do with it ☒ No time or interest in managing your finances ☒ Overwhelmed or second-guessing money decisions ☒ Unsure how to make the most of equity comp I want to provide you peace of mind. My job is to bridge the gap between effort and reward so you can feel confident that each hour of work is maximally translating toward your financial goals. The services I provide: - Budget-building - Investment management - Debt management - Strategic tax planning strategies - Equity compensation planning - Charitable giving - Estate planning strategies - Ed...