Your next vest is already on the calendar. What it means for your balance sheet is not.
Answer 4 quick questions to see if you qualify for a 20 minute second opinion with a Certified Financial Planner. There is no charge for the call. You leave with every unlock date on one calendar, set inside your whole balance sheet and what the money is for, and a written sell-and-keep schedule built around the cash you actually need.
Step 1 / 5
Does A Batch Of Your Company Stock, RSUs Or Options Vest Or Unlock In The Next 12 Months?
If no - STOP AND LEAVE THIS PAGE
Step 2 / 5
Do You Have At Least A Million Dollars, With Most Of It In One Company's Stock?
Step 3 / 5
What Form Is Most Of It In?
Step 4 / 5
What Do You Want Out Of The Twenty Minutes?
Step 5 / 5
You Qualify. Pick A Time For Your 20 Minute Second Opinion
Book a 20 minute call. There is no charge, and if you want to continue working together, we discuss the best way forward for you.
Calls are taken in Pacific time, by video, and only a handful a week to start, so the times you can see are the times that are genuinely open.
(Please allow a few seconds for the calendar to load)
You walk the calendar with a Certified Financial Planner live on the call. Nothing is decided for you.
By continuing, you agree to be contacted by Plan Vault and its licensed financial professionals (calls/texts, including autodialed or prerecorded) and agree to our Privacy Policy. Reply STOP to opt out. Plan Vault is operated by RevScale Ventures LLC, d/b/a Finscale. None of this is tax advice.
Thank You For Being Straight With Us
This call is built for people with most of a million dollars or more sitting in one company's stock, a vest or unlock coming up, and who want a second opinion on it. Based on your answers, it would not be a good use of your twenty minutes today.
If that changes, come back and we will book you in.