For corporate executives
Your compensation is complicated. Your plan doesn’t have to be.
Options, grants, bonuses, and deferred pay each come with a tax decision, and every one of those decisions affects the others. We plan them together.
Explore
What usually starts the conversation.
- A grant vesting this year, and no clear plan for the tax bill that comes with it.
- A large share of your net worth sitting in one company’s stock.
- A promotion or relocation that changes your income, benefits, and retirement timeline all at once.
- An accountant who files your return but isn’t planning the next three years with you.
- Wondering whether it all adds up to retiring earlier than you’d planned.
How the five pillars apply to you.
Cash flow and retirement
We map income that arrives in lumps, like bonuses and vesting, against your retirement date and the spending that comes after it.
Investments
We look at how much of your wealth depends on your employer, and build the rest of your portfolio with that in mind.
Tax Strategies
Multi-year planning around when to exercise options, when to sell shares, and when a Roth conversion makes sense, coordinated with your CPA.
Estate and legacy
Beneficiary designations and trust decisions, checked against your equity awards and deferred compensation.
Risk and insurance
Your employer coverage, reviewed against what your family would need if your income stopped.
What happens after you book.
Every client goes through the same five steps, starting with a short intake and a Discovery Meeting. You’ll see what we found and what we recommend before you decide anything.
Frequently asked questions
Yes. Holding a lot of your employer’s stock is a normal part of executive compensation. We look at it alongside your taxes, your retirement timeline, and your other accounts, and build a plan for it instead of treating it as a problem to fix overnight.
Yes. Tax planning works best when the person who files your return and the person who plans your strategy are talking. We stay in touch with your CPA all year, so the planning doesn’t wait for tax season.
Let’s move forward together.
You’ve worked hard to build what you have. Start with a Discovery Meeting, at no cost and with no obligation. We’ll talk about where you are and where you want to go, and you’ll leave knowing exactly what working together would look like.
