Clients

# Clients we work with

We built Wealth Habits around six kinds of financial lives, each with its own tax picture and its own blind spots. Explore the page that sounds most like yours to see how we work with people in your situation.

## Who we serve

Six kinds of financial lives, each with its own tax picture. Find the one that sounds like yours.

Equity & RSUs

### [Tech Professionals](https://wealthhabits.com/clients/tech-professionals)

Equity that could change your life, or hand you a tax bill you never budgeted for. We plan the timing and the taxes on both.

Learn more →

Cash flow & taxes

### [Self-Employed Professionals](https://wealthhabits.com/clients/self-employed)

Smooth out uneven income, cut what you overpay in taxes, and build a retirement plan that fits working for yourself.

Learn more →

Cross-border

### [Latin American Cross-Border Families](https://wealthhabits.com/clients/latin-american-cross-border-families)

You studied here and stayed. Your family's business and wealth are still back home. When gifts and inheritance cross the border, we structure them around the U.S. tax rules before they arrive.

Learn more →

Business & exit

### [Entrepreneurs & Business Owners](https://wealthhabits.com/clients/entrepreneurs-business-owners)

Most of your net worth is locked in the business. We plan the taxes, the retirement plan, and the eventual sale so it becomes wealth you actually own.

Learn more →

High income

### [Medical & Legal Professionals](https://wealthhabits.com/clients/medical-legal-professionals)

High income, a late start after training, and real liability. We build the plan around all three.

Learn more →

Irregular income

### [Creative Professionals](https://wealthhabits.com/clients/creative-professionals)

Income that swings by project and season. We turn it into taxes set aside, savings that hold through the slow months, and a plan that does not wait for a steady paycheck.

Learn more →

---

Source: [https://wealthhabits.com/clients/](https://wealthhabits.com/clients/)

Wealth Habits is a fee-only, fiduciary financial planning and investment management firm. We are compensated only by our clients, never by commissions, and we are held to a fiduciary standard to act in your best interest at all times.

Derastone LLC dba Wealth Habits is a registered investment adviser. Review our Form CRS and Form ADV at adviserinfo.sec.gov.