Your equity is real money. Let's plan around it.
Equity compensation planning turns RSUs, stock options, and ESPP into a clear plan. Without one, grants can create tax surprises and leave too much of your net worth in one stock. I help you decide what to do with each grant.
Free. 15 minutes by phone or Zoom.
What equity compensation planning covers
- When to sell, hold, or exercise
- Estimating taxes before each vest and exercise date, so April isn't a surprise
- Reducing how much of your net worth rides on one company
- Fitting your equity into your savings, home, and family goals
- Working with your CPA so everyone is using the same numbers
Common questions
Are RSUs taxed when they vest?
Yes, as ordinary income. Your employer usually withholds a flat rate, which may not match your actual bracket. I estimate your real bill ahead of time.
Should I sell my company stock right away?
It depends on your goals, your taxes, and how much of your net worth is in one company. There's no universal answer, so I'd rather work through your numbers than guess.
Do you replace my CPA?
No. I plan around the taxes, and your CPA files them. I work with yours so nothing gets missed.
How it Starts
- Intro call. 15 minutes by phone or Zoom. We see if Vessel is a fit.
- Discover meeting. 60 minutes. We walk through your finances and what matters most. You leave knowing which option fits and exactly what it costs.
- You decide. Both meetings are free. Paid work begins only when you sign an agreement.
Want to see how the work and fees are structured? Read the Services page.
Get Your Plan in Motion
Bring your grant details and your questions. I'll tell you honestly whether Vessel is the right fit, and we'll book your free Discover meeting if it is.
Free. 15 minutes by phone or Zoom.
Want answers first? Read the FAQ or text me at (972) 581-9010.