The Good News
With over 20 years of serving Nike leaders like you, we’ve created a few resources to give you a head start.
YOU’LL HAVE A FEMALE-LED ENSEMBLE BEHIND YOU
Backed by a team of credentialed, financial experts across multiple financial disciplines.
How we'll work together
It starts with creating your own hiPLAN™ built with your goals in mind
We'll advise you on how your assets, savings, and employee benefits can all work together. Our Certified Financial Planners® are equipped with the most comprehensive financial planning technology.
We have four pillars that support every financial plan:
Proper financial planning process
Your personal concierge when it comes to your benefits
We take on as many administrative aspects as possible to manage your benefits. We exercise options and stock sales, implement 401(k) investment changes, handle reimbursements for financial services, and remind you of important benefit dates.
Our involvement increases accuracy, reduces your time spent, and helps you engage in your benefit plan in a greater way.
We can answer any of your questions along the way
When should I exercise my stock options?
Can I afford to buy a bigger home? A vacation home? A bigger vacation home?
What are my education funding options for my kids?
My money is scattered in different places. How can I access it if I want to do something with it?
CLIENT SUCCESS STORIES
When your financial plan starts working, there’s harmony, balance, structure, and that’s only the beginning…
WE HELPED A NIKE COUPLE GET ON THE SAME PAGE FINANCIALLY FOR THE FIRST TIME IN THEIR 10 YEAR MARRIAGE
WE CREATED A CASH FLOW STRATEGY THAT FULLY FUNDED A NIKE VP’S 401(K), ESPP, DEFERRED COMP, AND MAINTAINED THEIR LIFESTYLE
WE BUILT A FINANCIAL PLAN THAT SHOWED A NIKE VP AND THEIR SPOUSE HOW THEY COULD RETIRE 5 YEARS EARLIER THAN ANTICIPATED
The Team Behind You
Meet some world-class human beings.
This isn't another digital interface or automated system. When you work with us, you're interacting with real humans. You will have direct access to a unified team of credentialed experts across multiple financial disciplines who are invested in growing your financial skills, knowledge, and confidence.