How You’re Paid Can Be Complex. We Simplify It In Support of Your Desired Future.
The people we serve earn the better part of their annual income from RSUs. Do you have a well-designed plan for what to do when your shares vest? The majority do not. In our experience, your future becomes clearer when a true strategy exists for how your stock awards can support your ideal lifestyle.
This is the foundation that NGP was built on.
How You’re Paid Can Be Complex. We Simplify It In Support of Your Desired Future.
The people we serve earn the better part of their annual income from RSUs. Do you have a well-designed plan for what to do when your shares vest? The majority do not. In our experience, your future becomes clearer when a true strategy exists for how your stock awards can support your ideal lifestyle.
This is the foundation that NGP was built on.
How You’re Paid Can Be Complex. We Simplify It In Support of Your Desired Future.
The people we serve earn the better part of their annual income from RSUs. Do you have a well-designed plan for what to do when your shares vest? The majority do not. In our experience, your future becomes clearer when a true strategy exists for how your stock awards can support your ideal lifestyle.
This is the foundation that NGP was built on.
Exit Complexity, Enter Simplicity
Financial planning should simplify your life, not complicate it. When you earn most of your income from company stock, you're already dealing with enough complexity:
Tax decisions
Vesting schedules.
Insider blackouts.
The mental gymnastics of “when” you should sell your shares.
And your RSUs are only part of your financial strategy.
At NGP, we read 401(k) Plan documents for fun. We help you make sense of all available employee benefits so that they benefit you, the employee.
Exit Complexity, Enter Simplicity
Financial planning should simplify your life, not complicate it. When you earn most of your income from company stock, you're already dealing with enough complexity:
Tax decisions
Vesting schedules.
Insider blackouts.
The mental gymnastics of “when” you should sell your shares.
And your RSUs are only part of your financial strategy.
At NGP, we read 401(k) Plan documents for fun. We help you make sense of all available employee benefits so that they benefit you, the employee.
Exit Complexity, Enter Simplicity
Financial planning should simplify your life, not complicate it. When you earn most of your income from company stock, you're already dealing with enough complexity:
Tax decisions
Vesting schedules.
Insider blackouts.
The mental gymnastics of “when” you should sell your shares.
And your RSUs are only part of your financial strategy.
At NGP, we read 401(k) Plan documents for fun. We help you make sense of all available employee benefits so that they benefit you, the employee.
How We're Different
We don't try to be everything to everyone. We focus on one thing and do it exceptionally well: financial planning for employees of publicly traded companies with stock-based compensation. This focus means I've seen your situation before. I know the questions you're asking because I've answered them hundreds of times. I understand the specific challenges you face because I work with them every day. And yes, I know you pay too much in taxes! (bold)
I also believe financial planning should be collaborative. You stay in control of every decision. I make sure you have the information and strategy to make those decisions confidently. This is your money and your future. My role is to guide and navigate.
How We're Different
We don't try to be everything to everyone. We focus on one thing and do it exceptionally well: financial planning for employees of publicly traded companies with stock-based compensation. This focus means I've seen your situation before. I know the questions you're asking because I've answered them hundreds of times. I understand the specific challenges you face because I work with them every day. And yes, I know you pay too much in taxes! (bold)
I also believe financial planning should be collaborative. You stay in control of every decision. I make sure you have the information and strategy to make those decisions confidently. This is your money and your future. My role is to guide and navigate.
How We're Different
We don't try to be everything to everyone. We focus on one thing and do it exceptionally well: financial planning for employees of publicly traded companies with stock-based compensation. This focus means I've seen your situation before. I know the questions you're asking because I've answered them hundreds of times. I understand the specific challenges you face because I work with them every day. And yes, I know you pay too much in taxes! (bold)
I also believe financial planning should be collaborative. You stay in control of every decision. I make sure you have the information and strategy to make those decisions confidently. This is your money and your future. My role is to guide and navigate.
About Me
When I started serving clients in my late 20s, I noticed something. The people who benefit the most are high earners at public companies with complex compensation packages. Smart, successful, motivated people who feel lost, and lack the time to strategize their financial future alone. They don’t lack intelligence or the ability to do it themselves. They recognize the value in working with experts.
We built NGP Financial Planning for them. We built NGP Financial Planning for you. We aren’t the firm for small businesses. We don’t administer 401(k) plans. We don’t sell insurance.
We serve the needs of busy employees at some of the world’s largest businesses, who earn a significant portion of their income from company stock. We don't dabble in this space. We live in it.
About Me
When I started serving clients in my late 20s, I noticed something. The people who benefit the most are high earners at public companies with complex compensation packages. Smart, successful, motivated people who feel lost, and lack the time to strategize their financial future alone. They don’t lack intelligence or the ability to do it themselves. They recognize the value in working with experts.
We built NGP Financial Planning for them. We built NGP Financial Planning for you. We aren’t the firm for small businesses. We don’t administer 401(k) plans. We don’t sell insurance.
We serve the needs of busy employees at some of the world’s largest businesses, who earn a significant portion of their income from company stock. We don't dabble in this space. We live in it.
About Me
When I started serving clients in my late 20s, I noticed something. The people who benefit the most are high earners at public companies with complex compensation packages. Smart, successful, motivated people who feel lost, and lack the time to strategize their financial future alone. They don’t lack intelligence or the ability to do it themselves. They recognize the value in working with experts.
We built NGP Financial Planning for them. We built NGP Financial Planning for you. We aren’t the firm for small businesses. We don’t administer 401(k) plans. We don’t sell insurance.
We serve the needs of busy employees at some of the world’s largest businesses, who earn a significant portion of their income from company stock. We don't dabble in this space. We live in it.
Let's talk about your stock compensation
Together, we'll turn your stock awards into a complete financial strategy.
Let's talk about your stock compensation
Together, we'll turn your stock awards into a complete financial strategy.
Let's talk about your stock compensation
Together, we'll turn your stock awards into a complete financial strategy.