Case Study

Extremely busy with their family and career, an executive couple came to us not knowing where they stood in relation to their goals. How could they best exercise their stock options and diversify their net worth away from company stock? Together with their CPA, we determined the optimal amount of company stock to diversify so that they could accomplish their financial goals regardless of that stock’s performance. We continue to monitor the stock’s value, notify them when action needs to be taken, and provide ongoing planning so they always know where they stand in light of their goals.

*This is a case study and is not indicative of future performance. Your experience may vary.