- Sep 24, 2020
- 4 min
Types of Employee Equity Compensation Plans
The various ways equity can be granted to employees as compensation are notoriously complex. Please don’t take it lightly when I say it...
I am a CERTIFIED FINANCIAL PLANNER™ since 2014.
An ongoing relationship with a trusted financial planner held to the FIDUCIARY standard, who is committed to helping you achieve your desired lifestyle. Comprehensive planning means we’ll cover all the bases, from your initial plan and goal setting to optimizing your stock options and RSU’s, cash flow, retirement, insurance, estate & tax planning, and much more.
We’ll design a tailored investment portfolio based on your investment objectives, time horizons, risk tolerance, and liquidity needs. We’ll regularly monitor your account, take advantage of tax-loss harvesting to save you money on your tax return and manage your portfolio with an evidence-based approach backed by decades of academic research and proven strategies.