Carlos started out at a huge engineering firm in the financial controls department. It was his dream job until he saw a friend of his driving a Corvette. Curious, he asked, “How could you afford such a cool car?” His friend told him about a start-up technology firm and Carlos applied there. Within a few short years the company went public and Carlos had options, restricted stock units, an employee stock purchase plan, and a lot of stress too. He found us through a referral from a person who knew our expertise.
We:
Completed a fun discovery meeting.
Took an inventory of all his financial assets, current and expected.
Forecast his vesting schedule as well as his tax obligations
Created a personal financial plan
Helped with the trading, transfers and tax management
Gave him permission…to buy that Corvette!
Carlos says, “I felt blessed and stressed.” Now Carlos feels a lot less stress because he has a plan for taxes, a stock option plan, and confidence in his personal financial plan. Plus, Carlos has a sweet new Corvette—which he can afford—thanks to his planning and his good fortune.
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