Executive Compensation Planning
How do I make the most of my executive benefits and equity compensation?
Executive compensation can be one of your most powerful wealth-building tools, but it can also be overwhelming, confusing, and time-sensitive. Between stock awards, bonuses, deferred compensation, and complex tax considerations, making the right decisions can significantly impact your long-term financial picture.
Whether you’re navigating your first equity grant or managing an established executive package, we bring strategy to the choices that matter most.
Our approach: Turning complexity into opportunity.
Using a structured planning framework, we help you evaluate, model, and coordinate every component of your compensation package from equity and bonuses to deferred comp and long-term incentive plans.
Our process breaks down each decision into clear, manageable steps, helping you:
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Understand tax implications before acting.
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Reduce risk from concentrated stock positions.
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Align equity decisions with long-term goals.
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Build a strategy around vesting schedules and cash flow needs.
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Integrate all benefits into a coordinated plan.
This gives you a clear, strategic view of how your executive benefits can support the life, opportunities, and milestones ahead.
Our services for executive compensation planning include:
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Equity Compensation Analysis - Evaluating RSUs, stock options (ISOs/NSOs), ESPPs, and performance shares to determine the most strategic timing and approach.
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Stock Option Exercise Strategies - Planning for when and how to exercise options to balance taxes, risk, and long-term opportunity.
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Vesting & Cash Flow Planning - Mapping future vesting events and coordinating them with income needs, saving goals, and tax exposure.
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Deferred Compensation Planning - Helping you assess participation decisions, payout schedules, and tax implications.
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Concentrated Stock Risk Management - Reducing overexposure while maintaining growth potential through diversification and strategic selling.
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Bonus & Incentive Compensation Strategies - Structuring income to minimize tax impact and support long-term planning goals.
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Tax Coordination Across Multiple Compensation Types - Integrating equity, salary, bonuses, and deferred compensation into a cohesive tax-efficient plan.
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Job Change & Promotion Planning - Evaluating new compensation packages, understanding forfeiture rules, and aligning awards with your next role.
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Retirement & Distribution Alignment - Coordinating equity and deferred comp decisions with retirement timelines, income needs, and withdrawal strategies.
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Integrated Financial Planning - Connecting your executive benefits with savings, investments, insurance, college planning, and long-term goals.
Make the most of what you’ve worked hard to earn.
Executives often receive more complexity than guidance. We provide the clarity, modeling, and long-term strategy you need to turn your compensation into meaningful, sustainable wealth and to make confident decisions with every new vesting event, job change, and opportunity.
Let’s build a plan together so you can focus on what’s next in your career and life.