If company stock makes up too much of your net worth, these services are built for your situation. Concentrated stock planning, RSU tax strategy, stock option exercises, ESPP selling decisions, direct indexing and strategies for appreciated stock all work together to reduce concentration risk and align your holdings with your long-term goals. Start with the service that matches your immediate question.
Concentrated stock planning
If one stock is over a fifth of your net worth, it comes first.
Read more →RSU tax planning
The decision this service settles is how much extra tax to set aside on each vest and which shares to sell, because every vested share's cost basis equals its fair market value on the vest date.
Read more →Stock option exercise strategy
Most people look for help when the grants stop fitting in their head.
Read more →ESPP selling strategy
Hold-to-qualify saves $1,000 on a $30,000 lot, gone after a 4% drop.
Read more →Direct indexing
Fatima is 34, a staff data scientist at a late-stage private software company, and her employer's stock already makes up too much of what she owns.
Read more →Donating appreciated stock
The decision this service settles is which lots to give and which to sell.
Read more →Early retirement planning
You receive a written playbook of about 10 pages after 3 meetings over roughly 6 weeks.
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