Your comp package is
complicated. Your advisor should
actually understand it.
RSUs, options, deferred comp, SERP, change-in-control provisions. Most advisors handle the liquid part and ignore the rest.
Executive comp aligns you
with the company. It also concentrates your risk.
You've earned your way into a leadership role, and the compensation reflects that. But most of what makes it valuable, RSUs, options, deferred comp, SERP benefits, is also what makes it complicated. A meaningful share of your net worth is tied up in an outcome you don't fully control: the performance of one company's stock.
Most financial advisors handle the liquid part of your portfolio and shrug at everything else. They don't model your vesting schedule against your tax bracket. They don't think about your 10b5-1 plan or your change-in-control provisions. They manage what's easy and leave the rest to you.
We built our practice around exactly this kind of complexity.
The parts of your comp
that need active management.
Vesting schedules, exercise windows, 83(b) elections. Each decision has tax and timing implications that compound over years, not just the current cycle.
When and how you take distributions from nonqualified plans affects your tax bracket for years. Get the sequencing wrong and it's expensive.
Between vested stock, unvested equity, and deferred comp tied to company performance, executives often carry more single-stock exposure than they realize.
Severance structure, accelerated vesting, non-compete implications. These need a plan before the transition happens, not after.
Comp complexity is the job, not the exception.
Full comp mapping
We model your total compensation: base, RSUs, options, deferred comp, SERP, and benefits, on one timeline so you can see how each piece vests, taxes, and interacts.
10b5-1 & diversification planning
If you're carrying a concentrated position, we help you build a systematic plan to diversify without running afoul of insider trading rules or creating a tax event you're not prepared for.
Deferred comp strategy
We model distribution timing against your expected tax bracket, retirement plans, and cash flow needs, so you're not leaving money on the table.
Transition & contingency planning
We build the plan before you need it: what happens to your equity in a change-in-control, what severance actually nets out to, and how a transition affects your broader financial picture.
Let's map out your full comp picture.
Bring your equity grants, your deferred comp plan documents, whatever you've got. We'll help you see the whole picture clearly.
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