James McDougal

James McDougal

CFP®ECA
Fee Structures
One-time
$5,000+
Hourly
$300/hr

About Me

My name is James, founder of HiFi Planning.

I’ve spent my entire career as a financial planner and feel quite passionately about the work we do. I’ve seen good financial advice make meaningful differences in peoples’ lives many times over. I’ve also seen the financial advice industry fail to adapt to the needs of today’s working professionals.

HiFi Planning is an attempt to change that.

I’ve built my career at the intersection of financial planning and equity compensation, and am now sharing that expertise in an Advice-Only, DIY-friendly format.

If you’ve been looking for a financial planner but aren’t interested in investment management or ongoing fees, I’d love to have a chat.

When I’m not at my computer, you can usually find me around Long Beach throwing the frisbee with my dog, playing guitar at venues around town, or trying to get a laugh out of my sweet and patient wife, Lillian.

Mission Statement

HiFi Planning helps equity-compensated professionals make confident, well-informed decisions about their company stock in a project-based, DIY-friendly format. We provide the technical analysis and the plain-English explanation while you stay in the driver's seat.

Areas of Specialization

Equity Compensation
Tax Strategies
Investments
Estate Planning

Ideal Clients

Technology Professionals
DIY Investors
FIRE
Startup Founders
Young Professionals

Contact Information

Long Beach, CA
Meets Virtually
Meets In-Person
Accepting New Clients