What's In An Equity Compensation Analysis? A Sample Plan Presentation

It can be difficult to describe what all is involved in a financial plan, especially one that also involves stock compensation. In this live stream, I walk through a fictional client scenario (www.javawealth...) to give viewers a better idea of what I currently do for clients.
- Start with core values
- Celebrate the wins
- Understand your "as-is" picture, including income, net worth, savings, & retirement
- Visualize where you are going
- Analyze various equity compensation strategies & what it means to your specific situation
- Understand the tax impacts & potential alternative minimum tax (AMT) liability
- Translate your equity compensation into the things that matter to you
► Java Wealth: www.javawealth...
► E-mail: [e-mail]
#personalfinance #money #stockcompensation

[@manojBadam]

Thank you for the videos, these are really helpful and relatable to my current situation as tech professional.

[@frenchpressfinance]

Very useful! Am curious what method or tool you used to create the cash flow graphics - that's cool :-)