Clarity for Your Next Ascent.
A career change brings opportunity and complexity. We simplify the financial decisions so you can focus on your new role.
Simplifying Complex Compensation
Executive compensation is more than a salary. It's a complex package of benefits, equity, and future promises. Making the right decisions during a transition is critical to maximizing its value. We provide a clear, simple framework for evaluating your options and taking action.
Stock Options: Clarity and Action
Your stock options are a powerful wealth-building tool, but they come with complex rules and tax implications. We simplify the key decisions:
- When to Exercise: We'll model the trade-offs between exercising early versus waiting, considering factors like the Alternative Minimum Tax (AMT) for ISOs.
- How to Sell: We help you create a disciplined selling strategy (e.g., a 10b5-1 plan) to diversify your wealth and manage tax liabilities.
- 401(k) Rollovers: We provide a clear analysis of your rollover options, explaining the simple path to consolidate your old 401(k) without triggering unnecessary taxes or penalties.