financial planning for company stock
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.
evaluating your risk and rewards
- 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
let the planning begin!
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.