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Trying to Navigate your stock options?

download your Stock Options

Checklist

Nonqualified and Incentive Stock Options are complex. 

Download this guide which outlines the issues your should consider when determining your next move with your NQSOs and ISOs.

 

Plan Your Pursuit

Non-Qualified Stock Options (NQSOs) and Incentive Stock Options (ISOs)  are a form of equity compensation, offering a share in the potential appreciation of a company’s value. Deciding whether and when to exercise options and sell shares can be difficult and requires cash flow analysis, complex tax planning, and a long-term strategy.

 

This checklist helps guide your thoughts when assessing

your NQSOs and ISOs. It covers:

  • Issues to consider at grant

  • Implications of exercise, including early exercise and post-vesting

  • Tax considerations

  • Share ownership and sale strategies

  • Concentration and other risks

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We believe that your goals and ambitions come first and foremost. Period.

We focus on partnering with young and mid-career professionals, startup families, and recent university graduates with advanced degrees with six-figure household incomes.

 

We understand your pursuit may not need sophisticated investment strategies or fancy insurance policies. Our services will help you prepare for the next stages in life and for developments that arise along the way. We help navigate the inherent trade-offs between changing careers, buying a home, starting a family, and saving for your goals. We offer personalized services and simple solutions. We do not sell products; we provide advice.

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