Executive Financial Planning
Executive financial planning is designed to address considerations that often come with corporate leadership roles — equity compensation, deferred income, and career transitions among them.
Who this may be appropriate for
Corporate executives navigating compensation structures that go beyond salary alone.
Common planning considerations
- How equity compensation (options, RSUs) may fit into your broader plan
- How deferred-compensation timing decisions may affect your finances
- How a career transition or departure may affect your plan
Our approved process
- A discussion of your compensation structure and goals
- A review of how current elections and timing decisions fit your situation
- A discussion of considerations going forward, coordinated with your tax professional where appropriate