Financial Planning for Stock Options & RSUs

Get clarity around equity compensation and your financial future

Financial Planning for Stock Options & RSUs

Get clarity around equity compensation and your financial future.

You have stock options or RSUs—now what?

Throughout your career, you’ve aimed to build something big. Now that your company is going public (IPO) or preparing for a merger or acquisition, your hard work is about to pay off. While it’s exciting to contemplate just how much your stock options could be worth, you may feel uncertain about what’s ahead.

Our financial advisors can help you make sense of your stock options and your company’s plan. We’ll provide guidance to help you feel confident about your next steps with a financial plan that answers the tough questions:

  • How will your long-term and near-term goals change? And how will these stock options help you meet your goals?
  • How will your taxes change? Will capital gains taxes affect you? How can you seek to maximize your returns?
  • What risks are associated with your current options? How do you feel about risk, and should you diversify?
  • When should you exercise your stock options?

If you’re ready to plan for the financial future you’ve worked towards, Team Hewins is here to guide you. Contact us to get started today.


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Financial Planning for Stock Options
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Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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