Services

Make your RSUs and options work.

RSUs & options•Concentration•Tax timing

If a meaningful part of your pay comes in RSUs, ISOs, NSOs, or ESPP, equity compensation planning helps you manage the taxes, the concentration risk, and the timing. We build a plan for what to hold, what to sell, and when, so a stock-price swing doesn't derail your goals.

See if we're a fit View pricing

Who it’s for

Tech and startup employees, and anyone whose compensation includes equity they're not sure how to handle without a huge tax bill or an over-concentrated portfolio.

On the Route Plan

The switchbacks

Equity doesn't arrive in a straight line. Every vest and every exercise is another turn, and the tax bill depends on how you take it.

See the full Route Plan

What we do

Here's how we help.

01
Map your vesting schedule and what each grant is worth after tax
02
Plan around RSU vesting, ISO/NSO exercises, and AMT exposure
03
Set a disciplined strategy to diversify concentrated positions
04
Time sales and exercises to manage your tax bracket
05
Coordinate ESPP participation with the rest of your cash flow

Questions

Good to know.

My company stock is a big chunk of my net worth. Is that a problem?

It can be. Concentration means your job and your portfolio ride on the same company. We build a disciplined, tax-aware plan to diversify over time rather than all at once.

Can you help before my next vest or exercise?

Yes. The earlier the better. Decisions made before a vesting or exercise date often have the biggest tax impact.