More Compensation Often Means More Complexity
Equity compensation can become one of the most significant parts of your financial life.
But with that opportunity often comes added complexity around taxes, concentration risk, timing decisions, and long-term planning.
Whether you’re receiving RSUs, stock options, or preparing for a liquidity event, thoughtful planning can help you make more informed decisions with greater confidence.
Built for Professionals Navigating Equity Compensation
We commonly work with:
Technology professionals
Startup employees
Corporate executives
Individuals with RSUs or stock options
Employees approaching IPOs or liquidity events
Professionals with concentrated company stock positions
Key Questions Employees Should Ask
What happens if I leave the company?
How concentrated is my portfolio already?
What are the tax implications?
Is there liquidity available?
How does this fit into my long-term goals?
What deadlines apply to my equity?
Should I exercise now or later?
Areas We Help Clients Navigate
RSU Planning
Helping professionals understand vesting schedules, tax withholding, and how RSUs fit into their broader financial strategy.
Stock Option Planning
Evaluating exercise timing, liquidity considerations, and planning decisions related to incentive and non-qualified stock options.
ESPP Planning
Helping employees evaluate purchase elections, holding periods, and tax considerations related to employee stock purchase plans.
Equity Tax Strategies
Exploring tax-aware approaches related to vesting, exercising, selling shares, and multi-year planning considerations.
Cash Flow & Decision Planning
Helping coordinate equity compensation decisions with spending needs, savings goals, and overall financial flexibility.
Concentrated Stock Positions
Managing the risks and opportunities that can come with holding a significant portion of wealth in company stock.