Tying Equity Compensation to Your Financial Goals

Receiving company stock as part of your compensation package is a great perk offered by many companies. To maximize this benefit, it’s essential to plan ahead and make the most of your equity compensation by aligning it to your own financial goals.

“One thing I like to help clients think about is tying their equity compensation to their financial goals. We’ve had many clients who will use the proceeds from their stock awards to purchase a new home or to fund their kids education, so it’s really important to have a plan for your equity compensation and to know what you’ll do with the proceeds when you receive them.”