Financial Advisors for Equity Compensated Employees

Does your employer count the potential equity you could receive in the company as a considerable percentage of your overall compensation package?

What is Equity-Based Compensation?

The term “equity-based compensation” includes any compensation paid to an employee, director, or independent contractor that is based on the value of specified stock (generally, the stock of the employer, which may be a corporation or a partnership).

As an equity compensated employee, you have unique financial planning needs, whether you’re just starting out in your career, or you’re counting down to retirement in a few years.

If you’re thinking about working with a financial advisor, how can you be sure you’re hiring an advisor who truly understands your unique needs as an equity compensated employee?

– Financial Advisors Who Specialize in Serving Equity Compensated Employees –

Three Questions with TJ, a Certified Financial Planner:

The first thing you should do is review your vesting schedule so that you fully understand how much you may be leaving on the table.

I’m interested in leaving my current job for another opportunity, but I’m worried about what will happen to the equity I’ve received where I work today. What should I do?

My company is talking about going public in the next year and I have stock options which could be quite valuable. Should I be doing anything now to prepare?

The first thing you’ll want to do is look into your open trading windows for when you’re allowed to exercise your options.

I love my company and the considerable equity I now own, but I’m worried I have all my eggs in one basket and don’t know when we’ll be able to cash out. What should I do?

This can be a tricky situation to navigate.

Financial Planning

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