Equity compensation
A plan for RSUs, stock options and ESPP shares before they vest, not after.
We list every grant with its vesting date and tax treatment, then agree on a rule for how much of your net worth may sit in one company's stock.
Before each vest or exercise window we send the plan for that event: what to sell, what to hold and what to set aside for taxes, so the April bill is never a surprise.
Who it is for
Employees at public or late-stage private companies
Included
A vesting calendar, exercise and sale timing, tax withholding checks, a concentration limit you choose
Talk to an advisor before you decide anything
A 30 minute call with a CFP professional. Bring one question about retirement, taxes or an old 401(k). There is no charge, and we will tell you if we are not the right fit.
Fee-only financial planning and investment management for families and business owners.
214 Monroe Street, Madison, Wisconsin 53711
Fairwood Wealth LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. Nothing on this site is an offer to buy or sell a security or personal advice for your situation. Investing involves risk, including the loss of principal. Projections are hypothetical, are not guarantees and do not reflect actual results. Read our Form ADV Part 2A and Form CRS on the disclosures page before you hire us.
Monday to Friday, 8 am to 5 pm Central
Fairwood