Who We Serve | Go Fish Coaching

Who we work with

At Go Fish, we work with thoughtful professionals and families in their 30s and 40s who recognize that the old "grind 'til you retire" model is long gone. Who understand that, actually, we can do better. So much better. We can spend more time doing the things we're passionate about with the people we love. Our clients have a strong growth mindset and focus on the possibility of their lives, beyond the math. They understand that deep alignment with their wealth goes beyond their financial assets. When we put our heads together, we're talking about all aspects of your wealth beyond just money - your time, your health, your community, your relationships, your mental wellbeing, your energy. This is holistic financial planning. Our clients see our work together as a true partnership, a collaboration built on mutual respect and trust.

A snapshot of the companies represented by our clients:

Learn how we help our clients:

Take a Breath

Parenting is H-A-R-D. The never-ending decisions, the constraints on your time and money, the worry over if you're doing the right things or if you're doing those things correctly. Financial planning often gets lost in the fray during this hectic season of life. You might be wondering:

Should I be saving for my kids' education already? How?
Are we on track to retire?
Can we take a career break to spend more time with our precious young family?
Is our family protected if something happens to us?

How Go Fish can support you

We see you, fellow parents. Take a beat and let's create clarity and direction together.

Find the forest through the trees

Overwhelm typically stems from lack of clarity. Let's look together at your full financial life, understand what's currently happening so we can create the right guidebook for you and your family. Let's define together what success looks like for you and build towards that vision

Plan well, live well

We'll help you balance your short, medium and long term goals with the understanding that investing in your future is important, but so is living well now

Systems & habit design

Once we have our plan in place, let's set it on autopilot. We'll create structured systems around your goals so you can focus on enjoying your life

Navigate increasing complexity

As your career starts to take off, you're noticing more complexity slowly creeping into your life. You're making more money, starting to wonder if you could be optimizing your tax picture more, feeling overwhelmed by how to manage your growing equity and bonus compensation, confused by which benefits may make the most sense for you. You may be asking questions like:

What should I do with my RSUs, ESPP and ISOs?
How can I plan my income around irregular bonuses?
Am I making smart tax decisions?
Do I have the option to retire early?
Is my investment strategy aligned with my goals?

How Go Fish can support you

Yup, we've been there. All of a sudden you find yourself at the next level of career success and unsure how to navigate this new financial landscape. We'll help you make sense of your newfound opportunity to grow and manage your wealth:

Understand & manage your compensation

We'll help you strategize around how to best handle all of your compensation, from base salary to equity grants and bonuses to maximize your income opportunities

Optimize your investing strategy

We'll support you in aligning your risk profile and asset allocation with your lifestyle goals, ensuring you're investing in a way that best serves you

Focus on tax efficiency

Now that tax is creating a larger drag on your returns, let's find ways to keep more of what you earn

1+1=3

Sharing your life with another person is such an exciting new chapter. And combining your money with another person can be an absolute super power, but it doesn't come without its own unique challenges and uncertainty. You may be asking yourself some of these questions during this season of life:

How can we consider managing our finances together?
How can we start thinking about potential upcoming life milestones like buying a home or starting a family?
Is early retirement or a mid-career break an option for us?
How can we make the most of our combined incomes and benefits options?

How Go Fish can support you

We love seeing people come together to share a life, but we also recognize how important it is for everyone to maintain their own unique identify and agency in a relationship. Let's honor your life as a couple, but also as individuals.

Foster a strong culture of teamwork

We'll focus on aligning your individual visions into one cohesive vision for your shared life together, forming the bedrock of your shared financial plan

Create a system for co-managing your money

We'll create a strategy around managing your money that achieves your short, medium and long term goals both individually and collectively

Optimize your investing strategy

We'll support you in aligning your risk profile and asset allocation with your lifestyle goals, ensuring you're investing in a way that best serves you and your shared goals

Focus on tax efficiency

Now that tax is creating a larger drag on your returns across your dual incomes, let's find ways to keep more of what you earn