I’m Don Hilario, a CERTIFIED FINANCIAL PLANNER® professional and founder of Hilpan Moxie Wealth Management.

 

For nearly two decades, I’ve worked with professionals whose financial lives have become more complex than they expected, many of them in the technology sector, including employees at Google.

 

At a certain point, things start to shift.

 

RSUs begin to vest.

Company stock positions grow.

Income increases, but so does the number of decisions that come with it.

 

Most of the people I work with aren’t trying to “figure out investing.”

 

They’re trying to figure out how everything fits together.

 

Because equity compensation often plays a central role, my work typically involves helping clients navigate:

 

• RSU vesting schedules

• concentrated employer stock positions

• tax decisions tied to equity compensation

• career transitions and early retirement planning

 

Over time, these conversations move beyond investments.

 

They become about purpose. 

 

How much risk is actually necessary?

What role should company stock play in your life?

At what point does more become enough?

 

There’s rarely a simple answer.

 

Not because the math is difficult, but because the trade-offs are.

 

My role isn’t to provide quick answers.

 

It’s to help you think clearly about the decisions in front of you, so your financial life becomes intentional rather than reactive.

 

Because in the end, a financial plan shouldn’t just track numbers.

 

It should help you understand what you’re doing and why.

 

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This page may say “About Me.”

 

But in many ways, it’s really about the work we’ll do together.

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