Equity Compensation Planning
Ideal for clients who have Restricted Stock Units or Stock Options as part of their employee compensation package.
Equity compensation planning is offered 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.
Fees:
$6,000 annual flat fee, payable quarterly.
- Fee includes comprehensive financial planning services.
- Investment management fees are charged only on assets which are directly managed and have investment management fee capped at .5% of assets under management.
More Services:
Quick Start
Comprehensive Financial Planning
Investment Management