Will Hullinger CFP®

"I'm just doing what my cubicle neighbor told me to do" I hear this A LOT from employees with equity comp plans... Sure there's a chapter in the employee handbook that tells you how, when, and where to exercise your equity, RSUs, stock options, ESPP, etc... But you don't have time for that. No one does. So instead you ask Jim who is your co-worker... Or Susan, who is your office manager.... "How do you plan to exercise your equity comp plan?" Here's the MAJOR problem: Jim, Susan, and everyone else in your office or plant has starkly different life goals than you. And Jim and Susan likely based their plan on what their superiors told them to do...10 years ago! Regardless, they execute their plan with THEIR best interests in mind...NOT yours. The reason you're asking around is you want a simple step-by-step way to work through your equity comp over time, minimize taxes and create financial freedom. Let me show you how we can do that together. I created the EffortlessEquity™ Strategy for people like you. Equity comp plans present an incredible opportunity when exercised correctly. Here's how we optimize and tailor each equity comp plan... Goal-Based Planning: We structure the optimization and exercise dates of each award to fit in a personalized wealth creation window that benefits you and your family. Tax Efficiency: Depending on current tax codes, we structure plans so you are positioned to pay the least possible in taxes when it's time to exercise and sell. Optimal Timing: We work to create the best possible timing to leverage your equity comp plan based on your personal goals and current tax laws. If you'd like a clear-cut path to exercising your equity comp plan so you take home more - and pay less in taxes - then simply leave me a note and let's find some time to talk soon.