Jonathan Nagy, Financial Planner

Financial complexity
to confidence.

Schedule a Clarity Call

Free · 20 minutes · No pressure

Free Resources
Coming Soon

Unlock Your Equity Compensation

5-day email course · Free

You have RSUs, ISOs, or stock options. Are you sure you're not leaving money on the table?

  • The tax traps most tech employees never see coming
  • How to actually value your grant (409A vs. preferred)
  • The $10M QSBS tax break you might qualify for
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Coming Soon

Your FIRE Roadmap

5-day email course · Free

You're earning good money. But do you have an actual plan to stop working one day?

  • Calculate your real FIRE number (not a guess)
  • Why your savings rate matters more than returns
  • How equity comp fits into your FIRE plan
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Let's start with clarity.

You'll meet directly with me — no pressure, no jargon, just a conversation about where you are and where you want to be.

Schedule a Clarity Call