Your equity deserves a second set of eyes.
Your equity comes with decisions most people face alone. Bring them to a firm that plans around stock compensation every day.
Your equity deserves a second set of eyes.
Your equity comes with decisions most people face alone. Bring them to a firm that plans around stock compensation every day.
Your equity deserves a second set of eyes.
Your equity comes with decisions most people face alone. Bring them to a firm that plans around stock compensation every day.
For professionals whose equity is a large part of their pay.
The call is built for you if:
You work for a publicly traded company
Your comp includes RSUs, options, ESPP, or a mix of all three. Your base salary covers only part of what you earn.
The decisions are piling up
Vesting dates, a concentrated position, and withholding that never lines up with your actual tax bill. Each of these plays out over several years, and a plan that starts early has more room to work.
You want someone in your corner for the long haul
This is an ongoing relationship. Grants, family, and tax law all shift year to year, and the plan shifts with them.
For professionals whose equity is a large part of their pay.
The call is built for you if:
You work for a publicly traded company
Your comp includes RSUs, options, ESPP, or a mix of all three. Your base salary covers only part of what you earn.
The decisions are piling up
Vesting dates, a concentrated position, and withholding that never lines up with your actual tax bill. Each of these plays out over several years, and a plan that starts early has more room to work.
You want someone in your corner for the long haul
This is an ongoing relationship. Grants, family, and tax law all shift year to year, and the plan shifts with them.
For professionals whose equity is a large part of their pay.
The call is built for you if:
You work for a publicly traded company
Your comp includes RSUs, options, ESPP, or a mix of all three. Your base salary covers only part of what you earn.
The decisions are piling up
Vesting dates, a concentrated position, and withholding that never lines up with your actual tax bill. Each of these plays out over several years, and a plan that starts early has more room to work.
You want someone in your corner for the long haul
This is an ongoing relationship. Grants, family, and tax law all shift year to year, and the plan shifts with them.
A few things worth knowing
Stock compensation is the entire practice.
Most advisors treat it as a side item. For us it's the center of every plan. Michael reads 401(k) summary plan descriptions for fun and placed his first stock trade at 10.
Fees are published right here.
1.00% on the first $2 million, 0.50% on the next $5 million, and 0.25% on anything above $7 million.
You make every decision.
We bring the information and the strategy. The money, and the life it funds, stay yours.
A few things worth knowing
Stock compensation is the entire practice.
Most advisors treat it as a side item. For us it's the center of every plan. Michael reads 401(k) summary plan descriptions for fun and placed his first stock trade at 10.
Fees are published right here.
1.00% on the first $2 million, 0.50% on the next $5 million, and 0.25% on anything above $7 million.
You make every decision.
We bring the information and the strategy. The money, and the life it funds, stay yours.
A few things worth knowing
Stock compensation is the entire practice.
Most advisors treat it as a side item. For us it's the center of every plan. Michael reads 401(k) summary plan descriptions for fun and placed his first stock trade at 10.
Fees are published right here.
1.00% on the first $2 million, 0.50% on the next $5 million, and 0.25% on anything above $7 million.
You make every decision.
We bring the information and the strategy. The money, and the life it funds, stay yours.
What happens from here.
01
Intro call
Thirty minutes by video or phone. We cover your grants, your upcoming decisions, and what you want your money to do for you.
02
Needs, goals, and priorities
We dig into what matters to you and where your money sits today. Your plan starts taking shape here.
03
Onboarding
Once we agree to work together, we get your accounts organized and the plan moving.
03
Ongoing partnership
We check in on a regular schedule and adjust as your comp and your life change. The mental load of managing all of it moves off your plate.
What happens from here.
01
Intro call
Thirty minutes by video or phone. We cover your grants, your upcoming decisions, and what you want your money to do for you.
02
Needs, goals, and priorities
We dig into what matters to you and where your money sits today. Your plan starts taking shape here.
03
Onboarding
Once we agree to work together, we get your accounts organized and the plan moving.
03
Ongoing partnership
We check in on a regular schedule and adjust as your comp and your life change. The mental load of managing all of it moves off your plate.
What happens from here.
01
Intro call
Thirty minutes by video or phone. We cover your grants, your upcoming decisions, and what you want your money to do for you.
02
Needs, goals, and priorities
We dig into what matters to you and where your money sits today. Your plan starts taking shape here.
03
Onboarding
Once we agree to work together, we get your accounts organized and the plan moving.
03
Ongoing partnership
We check in on a regular schedule and adjust as your comp and your life change. The mental load of managing all of it moves off your plate.
Pick a time that works for you.
Pick a time that works for you.
Pick a time that works for you.
Questions people ask before the first call.
In case you missed anything and had some more questions.
Is the call really free?
Yes, completely. Thirty minutes spent learning we aren't a fit beats a year spent finding out the hard way.
What do I need to prepare?
Nothing. A recent grant summary or vesting schedule helps, and we can work from memory without one.
Should my spouse or partner join?
Yes, if they share in the financial decisions. Having them on the call saves a round of relaying details afterward.
What happens after the call?
Within [X] days, we send a short follow-up with what we heard and what we recommend next. From there, the choice is yours.
Questions people ask before the first call.
In case you missed anything and had some more questions.
Is the call really free?
Yes, completely. Thirty minutes spent learning we aren't a fit beats a year spent finding out the hard way.
What do I need to prepare?
Nothing. A recent grant summary or vesting schedule helps, and we can work from memory without one.
Should my spouse or partner join?
Yes, if they share in the financial decisions. Having them on the call saves a round of relaying details afterward.
What happens after the call?
Within [X] days, we send a short follow-up with what we heard and what we recommend next. From there, the choice is yours.
Questions people ask before the first call.
In case you missed anything and had some more questions.
Is the call really free?
Yes, completely. Thirty minutes spent learning we aren't a fit beats a year spent finding out the hard way.
What do I need to prepare?
Nothing. A recent grant summary or vesting schedule helps, and we can work from memory without one.
Should my spouse or partner join?
Yes, if they share in the financial decisions. Having them on the call saves a round of relaying details afterward.
What happens after the call?
Within [X] days, we send a short follow-up with what we heard and what we recommend next. From there, the choice is yours.