Book a discovery call

Discovery call

Start with the stock decision you keep postponing

A 30-minute conversation with Sarah about your situation and whether Equipath is the right firm to help. There is no presentation to sit through.

Book a discovery call

We reply within 1–2 business days.

You do not need perfect numbers. The purpose of the call is to understand the shape of the problem.

Office

Austin, Texas

We work weekdays, focused hours. No urgency culture.

Email & phone

To be added

Prefer to ask one question before booking? That is fine — we answer email from prospective clients directly.

What we will cover

  • Your current role and company
  • The types of equity compensation you receive
  • Approximate value of vested and unvested equity
  • The percentage of your wealth concentrated in company stock
  • Upcoming exercises, vesting events, trading windows, or liquidity events
  • Your current advisor and CPA relationships
  • The decisions you want help making

What you will learn

  • Whether your situation fits the type of work Equipath does
  • Which parts of the Equity Transition Framework™ are most relevant
  • What the first 90 days would look like
  • What the relationship costs
  • What the next step would be

If the fit is not there, we will tell you.

Before you book

Equipath generally works best with people who:

  • Have at least $1 million in investable assets
  • Hold a meaningful amount of employer stock or stock-based compensation
  • Want an ongoing primary-advisor relationship
  • Want planning and investment management handled together

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