Financial Planning for Business Executives
Strong income. Anything but a simple financial life.
Equity compensation, concentrated stock, bonuses, and changing career
opportunities create financial complexities. We help you make decisions
with clarity and confidence.
Bringing order to complex compensation.
When your compensation extends beyond a paycheck, the decisions around taxes, equity, and
timing become more complex. We help you navigate those decisions with a clear framework.
Equity compensation strategy
Creating decision frameworks for Restricted Stock Units (RSU), stock options, and vesting schedules.
Concentration risk
Building a diversification strategy to reduce reliance on employer stock over time.
Tax timing
Coordinating tax strategies around vesting, bonuses, and stock sales.
Benefits and job changes
Evaluating benefits and compensation when changing roles or employers.
Non-emotional advice for high- stakes decisions.
Executives are time-poor and decision-rich. We become the objective sounding board behind your financial decisions, so you can focus on
leading at work and being present at home.
- Experience with executive compensation, including Restricted Stock Units, , stock options, Incentive Stock Option, Non-Qualified Stock Options and Employee Stock Purchase Plans
- Tax planning coordinated around vesting schedules, bonuses, and equity awards
- Objective guidance through career changes, promotions, and retirement decisions
- Strategies to reduce concentration risk and build diversified long-term wealth
" We help you make smart decisions with complex compensation."
Executive questions, answered.
I have Restricted Stock Unit and stock options. Can you help me decide when to sell?
Too much of my net worth is in my company's stock. What do I do?
A: Concentration is one of the most common risks we address. We design a plan to diversify over time in a tax-aware way, rather than all at once.
Can you help me evaluate a job offer or benefits package?
A: Yes. We analyze compensation and benefits and help you understand the financial picture during a job change.
My income is lumpy because of bonuses and equity. How do I plan?
A: We build cash flow and tax strategies designed for variable income, so a big year doesn’t lead to a tax surprise.
Do you coordinate with my CPA?
A: Yes. Equity compensation and taxes go hand in hand, so we prefer to work directly with your CPA to keep everything aligned.
Make your compensation work harder for you.
Let’s talk through your equity, your taxes, and your goals, and build a
framework you can use for every decision ahead.
