Financial Planning for Mid-Career Professionals & Dual-Income Families
Fee-only, fiduciary financial planning for mid-career professionals and dual-income families in the Bay Area.
Professional Affiliations
Feeling Stuck in the “What ifs?”
If your finances feel complicated—and you’re tired of guessing about taxes, retirement timing, and what to do next—you’re not alone.
What if I’m Missing a Tax Move?
RSUs, ISOs, AMT, and capital gains can make taxes feel unpredictable with no plan.
What if I Can’t Retire When I Want?
Even with strong income and savings, big decisions can leave the timeline unclear.
What if Too Much is in One Stock?
Concentrated, low-basis shares can quietly create risk and tough tradeoffs.
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What if I Sell at the Wrong Time?
Selling stock can create a painful tax bill if it isn’t coordinated with your broader plan.
What if College Derails Retirement?
Funding kids’ goals while protecting your future often feels like a constant tradeoff.
What if My Income Changes?
Moving from saving to spending takes a clear retirement income and tax strategy.
Download Our Free Guide Today
Get organized around taxes, equity comp, retirement, and investing—so you know what to review, what to track, and what to decide next.
A Better Planning Experience
Make smarter decisions about equity comp, taxes, and retirement—without second-guessing your every move.
Fiduciary Fee Only + Local Advice
Financial advice aligned with you—no commissions, no product sales, and no hidden incentives.
One Advisor, From Beginning to End
Have a consistent relationship with just one advisor—gain direct access, accountability, and context.
Planning That Connects Everything
Taxes and retirement decisions all work together—so you’re not making “smart” moves alone.
Get to Know Collabria Capital
Collabria Capital is a solo, fee-only advisory firm based in San Ramon. We combine personalized guidance with a trusted network of outside professionals when needed.
Our Straightforward 3-Step Process
A simple process to get clear on your goals and whether it makes sense to work together.
Start With a Free Intro Call
We start with a focused conversation about your biggest concerns—so you feel heard and understood from day one.
Discovery Call
We outline what a plan could look like for you—how decisions can start working together and stop competing.
See if We're a Fit
We'll decide whether or not we're the right fit. Then we'll recommend the right relationship and next steps.
Book a Free Assessment Today
A quick, no-pressure call to talk through your goals and what you’re navigating—then we’ll recommend the best next step.
Our calls are always stress and pressure free—guaranteed!
