unleashedfinancial.com

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      "@type": "Question",
      "name": "What is a fee-only financial advisor and why does it matter?",
      "acceptedAnswer": {
        "@type": "Answer",
        "text": "A fee-only advisor gets paid directly by you. That is it. No commissions, no product sales, no referral fees from fund companies. The reason it matters: a commission-based advisor makes more or less depending on what they sell you. A fee-only advisor makes the same either way. At Unleashed Financial, you pay for advice. That is the only thing we get paid for."
      }
    },
    {
      "@type": "Question",
      "name": "What is a fiduciary financial advisor?",
      "acceptedAnswer": {
        "@type": "Answer",
        "text": "It is a legal standard, not just a buzzword. A fiduciary has to act in your best interest at all times. Not just recommend something that is technically okay for you. As a registered investment adviser and CFP professional, Jason is a fiduciary on every call and every recommendation."
      }
    },
    {
      "@type": "Question",
      "name": "Do you specialize in RSU and ESPP financial planning?",
      "acceptedAnswer": {
        "@type": "Answer",
        "text": "Yes. Equity compensation planning is central to what we do. That includes RSU sell-or-hold strategy, ESPP participation and disposition planning, tax-efficient diversification of concentrated stock, and coordinating all of it with your broader financial goals."
      }
    },
    {
      "@type": "Question",
      "name": "Who do you work with?",
      "acceptedAnswer": {
        "@type": "Answer",
        "text": "Mid-career tech professionals in the Seattle and Kirkland area, primarily between 40 and 60 years old, with equity compensation and growing financial complexity. If you have multiple accounts, RSUs, or ESPP and no clear plan connecting all of them, this is built for you."
      }
    },
    {
      "@type": "Question",
      "name": "Do you manage investments?",
      "acceptedAnswer": {
        "@type": "Answer",
        "text": "Yes. Investment management is integrated with financial planning. Your 401(k), brokerage accounts, and any other holdings are managed as part of your overall strategy, not handled separately."
      }
    },
    {
      "@type": "Question",
      "name": "What if I already have a financial advisor?",
      "acceptedAnswer": {
        "@type": "Answer",
        "text": "Worth a conversation. Many people find their current advisor handles investments but does not address equity compensation, tax planning, or long-term financial planning in a connected way. A free 30-minute call can help clarify whether there is a gap."
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    }
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