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In the free downloadable checklist, I share a trusted framework you can use for your planning.
It includes the same steps I've used with clients who are employees of companies that are going public. In each case, it's enabled them to move forward with confidence and not look back.
And I want that for you too. So sign up now and start planning!
How to articulate your financial goals so your planning has actionable context
How to quantify your risk and evaluate whether holding on to your company stock makes sense
How to create an investment strategy that doesn't ignore your single stock concentration
How to compare multiple diversification plans so you can determine which grants to sell first
How financial modeling enables you to visualize steps 1 through 4
ABOUT THE SPEAKER
I help executives and technology professionals transform their equity grants into clear and actionable plans.
Because of this unique focus, I've had the privilege of guiding clients through investment decisions regarding recent IPOs like Lyft and Uber. It's also why I understand the unseen challenges that no one likes to talk about - the self doubt, the fear of missing out and the frustrations that can come from DIY solutions.
My qualifications include an MBA from Duke University, the CERTIFIED FINANCIAL PLANNER™ designation and various industry awards.
To your success.
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