financial planning for company stock

You’ve invested in your career. When the rewards come your way, it pays to be prepared.

Are your options or RSUs vesting soon? Is your company eyeing a liquidity event with an IPO or merger/acquisition? No matter where you are in the process, you’ll be in the power position if you have a plan in place for your future.

Set up a free call to discuss your equity

put your equity to work for you

Our financial advisors will help you have clarity on your current position and the various scenarios open to you. We provide guidance so you can move forward with confidence and get the most value from the equity you’ve earned.

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evaluating your risk and rewards

If you haven’t been in this situation before, you may have questions. We’re here to guide you toward solutions that work for you:
  • Terms: What are the terms of my stock agreement/contract? When should I exercise my options and/or sell my stock?
  • Taxes: What kinds of taxes will I pay, and how much? How can I maximize my bottom line?
  • Risks: What are the risks of the different actions I can take? I really believe in my company—do I need to diversify?
  • Plans: How can my equity help me realize my current and future goals? Where does it fit into my overall financial picture?

teaming up to put your equity to work now and later

If you haven’t considered your long-term goals, now’s the perfect time to start. We’ll work with you to create your personalized plan. We’ll be with you every step of the way to help turn your company stock into the future you envision.
Dad hugging son in graduation cap
Smart Life Planning Process graphic

let the planning begin!

It’s never too late (or early!) to get started with a financial plan. We’ll guide you through the process of getting organized and clarifying your goals. Together we’ll chart a customized path for realizing them.

Our proprietary Smart Life Planning process looks at both the big picture and all of the details that create your unique financial profile. We work with your professional team to ensure that we’re all on the same page. If you need other professional services, we can recommend a CPA and/or attorney to join your team.

start today

Ready to get going? Create the financial future you’ve been working for. We’re here for you.

Talk with one of our company stock specialists:

Team Hewins Principal and Senior Financial Advisor Thuong ThienMeet with Thuong

San Francisco Bay Area

Karl Schwartz Team Hewins Principal and Senior Financial AdvisorMeet with Karl

South Florida