FINANCIAL PLANNING FOR EMPLOYEES OF PUBLICLY TRADED COMPANIES
Stop worrying about money.
Start living your life.
You earn most of your income from company stock awards. We help you turn that complexity into simple, stress-free wealth.
FINANCIAL PLANNING FOR EMPLOYEES OF PUBLICLY TRADED COMPANIES
Stop worrying about money.
Start living your life.
You earn most of your income from company stock awards. We help you turn that complexity into simple, stress-free wealth.
FINANCIAL PLANNING FOR EMPLOYEES OF PUBLICLY TRADED COMPANIES
Stop worrying about money.
Start living your life.
You earn most of your income from company stock awards. We help you turn that complexity into simple, stress-free wealth.
Complex stock awards.
Specialized financial planning.
01
Cash Flow Planning
We help you understand when to exercise options, when to sell shares, and how to create steady income from your stock awards.
02
Investment Strategy
We help you diversify your concentrated stock positions while aiming to avoid unnecessary taxes or losing upside potential.
03
Tax Efficiency
We help you understand the tax implications of your stock decisions so you can make informed choices.
Complex stock awards.
Specialized financial planning.
01
Cash Flow Planning
We help you understand when to exercise options, when to sell shares, and how to create steady income from your stock awards.
02
Investment Strategy
We help you diversify your concentrated stock positions while aiming to avoid unnecessary taxes or losing upside potential.
03
Tax Efficiency
We help you understand the tax implications of your stock decisions so you can make informed choices.
Complex stock awards.
Specialized financial planning.
01
Cash Flow Planning
We help you understand when to exercise options, when to sell shares, and how to create steady income from your stock awards.
02
Investment Strategy
We help you diversify your concentrated stock positions while aiming to avoid unnecessary taxes or losing upside potential.
03
Tax Efficiency
We help you understand the tax implications of your stock decisions so you can make informed choices.
Hi, I'm Michael.
I read 401k plan descriptions for fun. I've been trading stocks since I was 10. Options since I was 21, and serving real people since my late 20s.
I know exactly how overwhelming stock compensation can feel. I also know how to turn that complexity into your biggest advantage. When my clients need advice, they don't stress about money decisions. They just call me.
Michael Policar
Hi, I'm Michael.
I read 401k plan descriptions for fun. I've been trading stocks since I was 10. Options since I was 21, and serving real people since my late 20s.
I know exactly how overwhelming stock compensation can feel. I also know how to turn that complexity into your biggest advantage. When my clients need advice, they don't stress about money decisions. They just call me.
Michael Policar
Hi, I'm Michael.
I read 401k plan descriptions for fun. I've been trading stocks since I was 10. Options since I was 21, and serving real people since my late 20s.
I know exactly how overwhelming stock compensation can feel. I also know how to turn that complexity into your biggest advantage. When my clients need advice, they don't stress about money decisions. They just call me.
Michael Policar
How we work together
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01
Needs
We ask tough questions about your current situation and what's keeping you up at night financially.
02
Goals
We identify what you want your money to help you accomplish in the next year, five years, and beyond.
03
Priorities
We create a financial strategy that puts your money where your values are and supports what matters most.
How we work together
The Frameblox Plugin for Framer gives you ready-made components, smart styling tools, and CMS templates to go from idea to live site in just a few clicks.
01
Needs
We ask tough questions about your current situation and what's keeping you up at night financially.
02
Goals
We identify what you want your money to help you accomplish in the next year, five years, and beyond.
03
Priorities
We create a financial strategy that puts your money where your values are and supports what matters most.
How we work together
The Frameblox Plugin for Framer gives you ready-made components, smart styling tools, and CMS templates to go from idea to live site in just a few clicks.
01
Needs
We ask tough questions about your current situation and what's keeping you up at night financially.
02
Goals
We identify what you want your money to help you accomplish in the next year, five years, and beyond.
03
Priorities
We create a financial strategy that puts your money where your values are and supports what matters most.
You've earned it. Now optimize it
Turn your stock awards into a complete financial strategy.
You've earned it. Now optimize it
Turn your stock awards into a complete financial strategy.
You've earned it. Now optimize it
Turn your stock awards into a complete financial strategy.