1-on-1 Coaching
Book a Coaching Session
You work hard to earn $500K–$3M a year. Let's make sure your money is working just as hard.
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Free Intro Call
$0
25 minutes
We'll review your financial snapshot and identify strategies to reduce taxes or optimize your finances. It's also a chance for us to get to know each other and see if we're a good fit.
Book Free Intro CallGo Deeper
Full Consultation
$200–$500
50 minutes · flex pricing
Ready to invest in improving your financial outcomes? I'll work with you to optimize your investments, tax strategy, or long-term wealth-building plan. Most clients save $5K–$20K/year in just a few sessions.
Book Full ConsultationAll sessions are for informational and educational purposes only and do not constitute financial, investment, tax, or legal advice.
What People Are Saying
Don't just take my word for it. Verify these on LinkedIn →
“In just a 30-min intro call, he pointed out 3–4 areas where I could lighten up my finances — and I’m someone who reads up on personal finance and is generally on top of things. He was candid about what I was already doing well, and his fixed-fee model is way fairer than the 1% AUM model many financial advisors use.”
Abhi Reddy
Data Science Manager at Uber · March 28, 2026
“I sat down with VB for a single 30-minute call and walked away with more clarity on my setup and investment accounts than I’d gotten in years of figuring it out on my own. VB spotted gaps I’d been blind to and gave me concrete actionables, not a pitch. Would highly recommend him 10/10.”
Arun J
Product at Zoom · March 23, 2026
“In that single conversation, Vaibhav quickly identified several concrete strategies I could implement right away to better manage and grow my money. He offered to walk me through the actual setup so I could leave the call with a clear plan, not just a to-do list.”
Ali Abbas Rizvi
Software Engineer at Gamma · March 15, 2026
“In a brief call, he was able to identify several opportunities that should save me at least a few thousand dollars. Some were reminders to do things I’d been putting off. Others were more advanced strategies I wasn’t familiar with, even as someone fairly savvy with investing.”
Leonard Chang
Analytics at Chainlink Labs · March 12, 2026
“He shared practical strategies on how W-2 employees can think about tax savings and structure their finances to better align with long-term goals. Definitely worth a conversation if you’re looking to be more intentional about your financial planning.”
Achint Sehgal
Building Solutions at Cisco · March 12, 2026
“I was impressed by how clearly he thinks about personal finance, mortgages, and liquidity from a founder’s perspective. He shared several practical insights on structuring debt, managing cash flow, and thinking about global assets. Sharp and helpful perspective.”
Robin Lobo
Harvard MBA, Serial Entrepreneur · March 11, 2026
“I learned a lot of useful personal financial strategies and tools during my half hour conversation with VB. Highly recommend.”
Jinhui Pan
Apple Ads · March 15, 2026
What We Cover
Every session is tailored to you, but here are common topics.
Investments
ESPP and RSU strategies, portfolio diversification, risk management, and navigating concentrated stock positions.
Taxes
The right mix of Roth vs. traditional 401(k), backdoor Roth, mega backdoor Roth, HSA, DCFSA, and other strategies to minimize your W-2 tax bill.
Wealth Building
Asset allocation, retirement projections, real estate decisions, 529 plans, and a long-term financial roadmap tailored to your goals.
About Me
Vaibhav (VB) Goel · Founder, Simple Money
I spent 15 years as a Product Director at Google, DoorDash, Lyft, and LinkedIn — navigating the same RSU vesting schedules and tax situations you deal with every day. I built Simple Money because I kept having the same conversations with friends and colleagues who were earning great money but didn't feel confident about what to do with it.
These sessions are relaxed and judgment-free. We'll look at where you are, talk through what's on your mind, and figure out sensible next steps together.
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