Are you ready to convert equity in your company into peace of mind?
Equity Compensation
So, you’re ready to start reaping the rewards of your hard work, but you feel overwhelmed at the prospect of having to decide how to move forward.
Navigating taxes and other financial complexities isn’t what you were trained to do.
You need help:
Figuring out, “what’s next?”
Balancing opportunity with risk.
Making savvy decisions.
Converting paper net worth to life net worth.
We have a plan for that.
It starts with an equity review
Incentive stock options (ISOs), restricted stock units (RSUs), employee stock purchase plans (ESPPs); we’ve helped many people like you, but each compensation package is different and we will approach yours with a fresh set of experienced eyes.
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Next, we build a solid foundation
Making the most your opportunity is important, but even more critical is getting you on stable ground. You’ve worked too hard not to balance risk with reward.
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Finally, we establish ongoing optimization
Here is where strategy comes into play. We take an advanced and proactive approach to taxes, as well as a complete view of your net worth in order to best construct a custom plan that suits your goals.
Then, you go out and live your life knowing we’re taking care of your financial side.
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Why worry when you can know?
Palantir Inspire Amazon Snowflake Abbie Dragos Equity Compensation Stock Options
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