Who We Serve
Equity Compensation & Executive Financial Planning
Equity compensation can be the biggest part of your net worth and the most confusing, and the most expensive if you get the tax timing wrong. RSUs, options, vesting schedules, a concentrated position in one stock, and a tax bill that shows up whether you planned for it or not.
The challenges you're navigating
- RSUs and options with confusing vesting and tax timing
- Too much net worth concentrated in a single company's stock
- Surprise tax bills (and AMT exposure) from equity events
- No plan tying your comp to retirement, investing, and taxes
How we help
We build a strategy for your equity comp (when to exercise or sell, how to unwind a concentrated position, and how to control the tax bill at each step), then coordinate it with your investments and long-term plan. As a fee-only fiduciary, we have no incentive except your outcome.
The tax angle
Equity comp is a tax problem in disguise
RSUs vest as ordinary income; options and ESPPs carry their own traps; selling a concentrated position the wrong way can wreck a tax year. We plan exercise and sale timing, manage AMT exposure, and use asset location, tax-loss harvesting, and charitable strategies to keep more of what your equity is actually worth.
Tax-smart equity decisions, coordinated with the whole plan
Equity decisions are tax decisions. With CFP®, CPA, and EA expertise in-house, we model the tax impact of exercising, selling, and diversifying, and, because Louisiana is a community-property state, we account for how that shapes titling and planning too.
Corporate Executives: common questions
Ready for a plan that's actually clear?
Book a no-pressure consultation. We'll talk through where you are, where you want to go, and whether we're the right fit. (We'll tell you honestly if we're not.)