You help people understand their bodies better than ever.
But when it comes to your finances, equity, and taxes,
whose in your corner?
At Brooklyn Fi, we help Oura employees and health-tech professionals turn complex compensation into a clear financial strategy.
Working at Oura means your financial life is anything but simple. You may be navigating:
RSUs vesting through an IPO
Pre-IPO options and what to do with them
Rapidly increasing income and the tax that comes with it
Stock concentration risk after lock-up expires
Big purchases and life decisions on the horizon
Brooklyn Fi helps Oura employees turn those moving parts into a cohesive financial plan that supports your long-term goals.
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Oura IPO — What you need to know now
Lock-up periods, RSU tax events, and sell decisions all have deadlines. Getting ahead of it matters.
Why Brooklyn Fi
We work with people whose pay is complicated.
Most advisors don't know what to do with equity. We do this every day: RSUs, options, ESPP, pre-IPO planning, tax withholding, diversification. We've seen it all.
Oura IPO Prep
The IPO isn't the finish line.
It's the opening bell.
It's the opening bell.
A liquidity event changes your financial picture overnight. The decisions you make in the first 90 days after an IPO can define your financial outcome for years.
1
Understand your equity position before the IPO
Know exactly what you hold — RSUs, options, ESPP — and what the vesting and lockup timelines look like. Most people are surprised by how complex this picture is.
2
Plan for the tax hit before shares hit your account
RSU vesting at IPO is a taxable event — often a large one. Supplemental withholding is rarely enough. We model the actual exposure and plan accordingly.
3
Build a sell strategy, not just a reaction
Lock-up expiration is emotional. Having a pre-decided plan tied to your actual financial goals removes the pressure and avoids costly mistakes.
4
Reinvest with intention
Post-IPO liquidity is an opportunity to build a diversified portfolio, fund goals, and optimize your overall financial position with a clear head and a real plan.
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BKFi Blog Post
How to Prepare for an IPO in 2026
What to do with your RSUs, options, and proceeds when your company goes public — a practical guide from our advisors.
→
What we handle
Everything in one place.
Most financial problems are connected. We treat them that way.
Equity deep dive
RSUs are income. We make sure you're not over-paying taxes on them.
When your RSUs vest, your company withholds federal taxes at 22% (or 37% above $1M). But if your actual rate is higher — which it often is at Oura comp levels — you could owe thousands at filing.
We model your actual exposure, estimate quarterly payments if needed, and make sure there are no surprises in April.
RSU tax planning
We calculate your true effective rate and plug the withholding gap before you have a problem.
Sell decisions and concentration risk
We build a diversification plan that balances tax efficiency with not being overexposed to one stock.
Lock-up expiration strategy
Know exactly when you can sell, what your tax basis is, and what you should do with the proceeds.
Pre-IPO grant review
Strike prices, AMT exposure, and optimal exercise timing for any pre-IPO options you hold.
Ongoing vesting calendar
We track your vest dates, estimated tax events, and help you plan around each one throughout the year.
"I had no idea my RSU withholding was way off. BKFi caught it before I owed a massive bill. Couldn't recommend them more."
Engineer, pre-IPO tech company
"They do my taxes, manage my investments, and helped me figure out what to do with my options. One team, totally worth it."
Senior PM, Series D startup
"The first call I had with them, they showed me a tax issue my previous advisor completely missed. I switched immediately."
Product Lead, fintech
Credentials that matter here
Equity compensation is a specialty. These are the designations that tell you we actually know what we're doing.
CFP®
CEP
CPA
EA
CPWA®
Get started
Start before the
IPO window closes.
IPO window closes.
The best time to get your financial plan in order is before the liquidity event — not after you're scrambling.
Book a free intro call →
BKFi