Services
Your RSUs affect your taxes. Your taxes affect when you diversify. Diversification affects when work can become optional.
The portfolio, estate plan, insurance, cash reserves, and retirement strategy all sit around those decisions. Our services are designed accordingly.
What we do
There are no portfolio-only engagements. Everything below runs inside the same planning relationship.
Make stock-comp decisions before the deadline makes them for you. The goal is a written plan connecting each decision to taxes, concentration risk, liquidity, and your long-term financial plan.
The stock already created wealth. Decide how much of your future should still depend on it.
We analyze the size of the position, tax basis, trading restrictions, upcoming cash needs, retirement timing, charitable intent, and the amount of downside your financial plan can absorb. Then we build a diversification schedule.
See our approach to concentrated stock
Tax planning happens before the transaction. We model the planning decisions; your CPA remains responsible for tax preparation and tax advice within their scope.
The two should talk to each other before decisions become irreversible.
See how we work with your CPA
Know when staying becomes a choice. We model the point at which employment income stops being necessary to maintain the life you want.
Book a discovery call
Book a 30-minute call to see which parts of the work matter most for your situation.
Sarah Mitchell, CFP®, CEPA®
Founder, Equipath Wealth Partners
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