Maximize your employee stock options, reduce your taxes, and design your ideal life.
Stop guessing on whether or not you're making the right decisions
Implement practical strategies with your stock options to achieve financial independence
Startup employees anticipating an IPO, Direct Listing, or other liquidity event.
Tech professionals with stock option complexity
DIY investors with concentrated positions in their company stock
You will be able to construct your own framework for exercising and selling your stock options so you can achieve your goals
You will be able to analyze the tax treatment of stock options so you can minimize taxes and plan confidently
You will be able to interpret and apply the terms in an equity grant so you can make the most of your stock options
You will be able to avoid the most common stock option mistakes so you can optimize your equity grant
Financial planning and long-term thinking enhances short-term decision making.
I run a private wealth management firm exclusively for Millennials in technology with stock-based compensation.
I've worked with clients from well-known companies, like Google, Meta, Spotify, Coinbase, Airbnb, Twilio and Etsy — to name a few. My expertise has allowed me to help clients pay less in taxes, take sabbaticals, pay off debt, and become financially independent.
I want to help more Millennials in tech build wealth and use equity compensation to live a life of fulfillment. And that's why I've created The Employee Stock Options Playbook.
Over the years, I've deepened my expertise and have become a financial expert and a go-to resource for national media outlets. In addition to being named as Investopedia's Top 100 Most Influential Financial Advisors in the country, I've created content for top investing publications, like Morningstar. I have been featured in the Wall Street Journal, Forbes, CNBC, Investment News, and many more for my work with clients.
If you're a Millennial in tech with stock options, this course is for you.
If you don't understand how your stock options are structured, you will leave money on the table. If you do, you can take full advantage of your equity grant. You will identify and define the key terms in your stock option grant and apply it to your unique financial life.
Most people think the Alternative Minimum Tax aka AMT is a bad thing, but actually AMT credit can be used to offset taxes in future years. You will break down how stock options are taxed and create a tax efficient strategy to exercise and sell your stock options.
Navigating the world of stock options can be complex and nuanced. How do you know if you're being smart with your money? You will discover and discuss common stock option mistakes to avoid so you can maximize your equity grant.
Taking a smart approach to stock options involves thinking about your whole financial picture and identifying the goals you have for your money. You will examine your own financial situation so you can create a comprehensive strategy specific to your goals.
At the end of the course, we'll have dedicated time with special guests to discuss anything you'd like!
This course focuses on live workshops and hands-on projects
You’ll be learning in public through breakout rooms and an engaged community
Surround yourself with like-minded people who want to grow alongside you
Design your own personalized exercise and selling strategy to discover opportunities to be smarter with your money
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