You’ve worked hard to earn your stock compensation, now it’s time to make it work harder for you. We help high-earning professionals simplify complexity, reduce tax surprises, and build a plan that supports both your career and your life.
Usually not. The 22% rate is only a minimum; if your total income pushes you into a higher bracket you could owe thousands more at filing. Not only will we model it out so you’re not surprised, we’ll proactively dig through the rest of your finances looking for strategies that can lessen the burden.
Unvested stock comp is at risk future income. How to approach it depends on where you are in your wealth-building cycle and risk tolerance. Any position (both vested and unvested) over 10% of your net worth needs to be thoroughly reviewed and questioned. We design diversification plans that remove emotion, respect blackout windows, and spread the tax hit across multiple years, so your wealth isn’t tied to the same company as your paycheck.
Before you sell, exercise, or file an 83(b) election—those moves are largely irreversible and can trigger unexpected consequences. Engaging us early lets us run what-if scenarios and align each decision with your cash-flow, retirement, and tax plans.
Yes. All essential meetings happen via video. You get a secure portal for document upload, e-signature, and live screen-share reviews. Our three-step onboarding cadence—Discovery, Plan Design, and Action—can fit any schedule, and ongoing check-ins can be conducted from anywhere in the country.
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