Image 1 of 1
Image 1 of 1
Image 1 of 1
Image 1 of 1
For tech professionals, your biggest asset is often your biggest risk. I help you navigate the "Vesting Trap" by applying institutional-grade risk management to your RSUs and Stock Options. We’ll move beyond "holding and hoping" to build a tax-efficient roadmap that turns concentrated holdings into a resilient, diversified portfolio.
This high-touch engagement includes:
Phase 1: The Equity Audit (60-Min Session): A deep-dive into your vesting schedule, tax exposure, and current risk profile. We identify the gaps in your current strategy and establish your diversification targets.
Phase 2: The Initial Roadmap (Detailed Email): Following our first session, you receive a technical summary of our findings and a draft strategy for de-risking your position.
Phase 3: The Execution Plan (60-Min Session): We refine the strategy, discussing specific sell-schedules and reinvestment frameworks. This session ensures you are ready to execute with confidence.
Phase 4: Final Summary & Maintenance Guide (Detailed Email): A comprehensive closing document detailing your final plan, tax-mitigation tips, and a professional-grade checklist for ongoing portfolio maintenance.
For tech professionals, your biggest asset is often your biggest risk. I help you navigate the "Vesting Trap" by applying institutional-grade risk management to your RSUs and Stock Options. We’ll move beyond "holding and hoping" to build a tax-efficient roadmap that turns concentrated holdings into a resilient, diversified portfolio.
This high-touch engagement includes:
Phase 1: The Equity Audit (60-Min Session): A deep-dive into your vesting schedule, tax exposure, and current risk profile. We identify the gaps in your current strategy and establish your diversification targets.
Phase 2: The Initial Roadmap (Detailed Email): Following our first session, you receive a technical summary of our findings and a draft strategy for de-risking your position.
Phase 3: The Execution Plan (60-Min Session): We refine the strategy, discussing specific sell-schedules and reinvestment frameworks. This session ensures you are ready to execute with confidence.
Phase 4: Final Summary & Maintenance Guide (Detailed Email): A comprehensive closing document detailing your final plan, tax-mitigation tips, and a professional-grade checklist for ongoing portfolio maintenance.