Equity Compensation Planning

Ideal for clients who have Restricted Stock Units or Stock Options as part of their employee compensation package.

Can be purchased as a stand-alone service or in conjunction with a comprehensive financial plan.

What to expect:

Intake Meetings:

  • Two or three 60 minute meetings, virtual or in-person if local.
  • Identification of client’s current financial situation, goals, and values.
  • Identification of client’s risk tolerance, time horizon, tax considerations, income needs, and any other special circumstances.

Plan Delivery Meeting:

  • 60 minute meeting, virtual or in-person if local.
  • Plan is delivered prior to meeting to enable client review.
  • Identification of action items and prioritized to-do list.
  • Explanation of investment recommendations required to meet client’s goals.

Follow-up Meeting:

  • 60 minute meeting, virtual or in-person if local.
  • Check-in to get update on to-do list
  • Minor revisions to recommendations, action items, and to-do list if needed.
  • Equity compensation educational workshops available upon request.

Ongoing Communication:

  • Unlimited email access between intake meeting and follow-up meeting.
  • Unlimited access to educational material provided by Access Financial Planning, LLC
  • Unlimited access to client portal, including budgeting tool and ability to see effects of different scenarios on financial plan.


$2,000 to $10,000 depending on the scope and complexity of the project.

  • Total fee will be determined and agreed upon at the intake meeting.
  • One half the total fee is payable at the beginning of the project and the remainder is payable at the plan delivery meeting.
  • Total fee will be credited toward the up-front comprehensive financial planning fee if client contracts with AFP for comprehensive financial planning services within 90 days of follow-up meeting.

More Services: 

Financial Quick Start Plan

Quick Start

Comprehensive Financial Plan

Comprehensive Financial Planning 

Investment Management

Investment Management