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For tech professionals, your biggest asset is often your biggest risk. I help you navigate the "Vesting Trap," applying institutional-grade risk management to turn concentrated RSUs and options into a resilient, tax-efficient portfolio.
This engagement includes:
Phase 1 — The Equity Audit (60-min session): A deep-dive into your vesting schedule, tax exposure, and risk profile to set your diversification targets.
Phase 2 — The Initial Roadmap (email): A technical summary of the findings and a draft strategy for de-risking your position.
Phase 3 — The Execution Plan (60-min session): Refining the strategy with specific sell-schedules and reinvestment frameworks, so you're ready to execute.
Phase 4 — Final Summary & Maintenance Guide (email): A closing document with your final plan, tax-mitigation tips, and a checklist for ongoing maintenance.
For tech professionals, your biggest asset is often your biggest risk. I help you navigate the "Vesting Trap," applying institutional-grade risk management to turn concentrated RSUs and options into a resilient, tax-efficient portfolio.
This engagement includes:
Phase 1 — The Equity Audit (60-min session): A deep-dive into your vesting schedule, tax exposure, and risk profile to set your diversification targets.
Phase 2 — The Initial Roadmap (email): A technical summary of the findings and a draft strategy for de-risking your position.
Phase 3 — The Execution Plan (60-min session): Refining the strategy with specific sell-schedules and reinvestment frameworks, so you're ready to execute.
Phase 4 — Final Summary & Maintenance Guide (email): A closing document with your final plan, tax-mitigation tips, and a checklist for ongoing maintenance.