Optimizing Equity Compensation
Tech professionals with valuable stock options
Optimize the exercise and sale strategy of Denise’s held stock and options to manage risk, reduce taxes, and grow their nest egg so they can make work optional.
Even though they have already taken significant dollars off the table, they are both concerned about the downside risk of Denise's remaining shares, which have grown in value beyond their earlier expectations. Although they have no intention of leaving work, they like the idea of having work be optional – potentially at a much earlier age than they had previously thought possible.
Plus, the rapid pace of their jobs makes it difficult to have time to fully research all the financial possibilities. They knew they didn’t want to get bogged down trying to figure everything out on their ownPaul & Denise weren’t sure where to begin, so they sought out professional help from Johnson Lyman Wealth Advisors, a qualified wealth management firm that is experienced in advising on equity compensation.
When Paul & Denise hired our firm, they were concerned about more than just their employer stock investments. They wanted help with the entire financial picture, especially how to reduce risk around their stock options, lower income taxes, and prudently grow their wealth.
Although they believed there was additional growth potential in Denise’s company, they also knew they needed to diversify their exposure to her stock, as it had become a significant percentage of their total net worth.
Paul & Denise worked with us to develop a comprehensive plan to meet all their needs:
Paul & Denise are now able to easily assess their progress via a client portal that provides access to their ongoing financial model results. This allows them to gauge their progress towards making work optional, monitor their portfolios, and secures document exchange between all the advisors on their professional team.
They now enjoy the far greater piece of mind that comes from a clear financial plan, and they also enjoy working with an advisor that provides ongoing support for the implementation and review of their plan.
They have more energy and mental space to dedicate to their family and career – able to live their lives fully every day!