Stop guessing your finances
Tax optimization, wealth planning, and year-round advisory from top 1% CPAs and CFPs.
Book free consultationYour Full Financial Picture
You’re leaving money
on the table
Your salary, equity, taxes, investments, and spending are all connected. Traditional advisors look at each component separately. Frame connects the dots for you.
How It Works
From signup to savings in three steps
Connect your accounts
Link your banks, investments, and equity comp in minutes. Secure, encrypted connections get you started fast.
Get your personalized plan
Your dedicated CPA and CFP analyze your full financial picture and build a coordinated strategy across taxes, investments, and equity.
Optimize year-round
Ongoing tax-loss harvesting, equity timing, and proactive quarterly check-ins. Not just at tax time.
What You Get
Tax savings. Wealth built. Year-round.
01
Tax Optimization
We find every deduction, harvest every loss, and time your equity exercises to minimize your tax bill.
02
Wealth Planning
RSUs, ISOs, 401(k), brokerage: your dedicated planning team builds a coordinated strategy across every account you own.
03
Answers When You Need Them
Have a financial question on Saturday? Need to model a home purchase? Get answers from your planning team year-round.
Why Frame
What $10K/year gets you elsewhere
Traditional CFP
- —Static financial plan
- —Quarterly rebalancing
- —Limited tax advice
- —1%+ AUM fees
Frame
- ✓Proactive year-round optimization
- ✓Every tax-loss harvesting window caught
- ✓Equity comp specialists (RSUs, ISOs, AMT)
- ✓Forecasting, what-if scenarios, and projections
- ✓Savings that pay for themselves
Your Dedicated Team
A planning team that
knows your name
Your CPA and CFP make every recommendation, lead quarterly check-ins, and are there for your life’s big decisions. Not a call center. Not a chatbot. Your advisors.
Meet the TeamOpportunity
Tax-Loss Harvest GOOG
Turn old GOOG losses into tax savings on recently sold vested shares.
$8,200
Our team comes from
What Clients Say
Trusted by tech professionals
“My Frame advisor helped me take advantage of $6,800 of tax savings on my first call. No other CFP or CPA I’ve ever worked with spotted this opportunity.”
“Wow. What an incredible experience. Just deleted my financial tracking apps and fired my old CFP.”
“My Frame advisor is so much better than my old CPA.”
“Loved everything so far, highlight is definitely seeing all expenses grouped, especially for our travel spend (and with detail too, not just a category).”
Security
Your data. Your rules.
We handle your finances with the same care you do.
Bank-level encryption
AES-256 at rest, TLS 1.3 in transit. The same standards used by banks and government agencies.
Read-only account access
Financial connections are read-only. We can never move your funds.
Delete anytime
Request complete data deletion at any time, no questions asked. Your data, your rules.
Ready to see your
full picture?
Stop guessing. Start seeing.
Frame puts a top 1% advisor in your corner.
Plans from $2,000/year · flat fee, no AUM
✓ 100% money-back guarantee within 30 days