Equity compensation such as stock options and restricted stock are a valuable part of your compensation package. However, navigating the nuances of equity compensation can be challenging.
Transform your equity into a roadmap for financial success:
- Ensure all of your cash and equity compensation is aligned with your goals so you can live confidently
- Maximize your compensation by optimally timing stock option exercises and equity share sales
- Reduce capital gains tax on your equity compensation with our purpose-built direct-indexing investment strategy
- Maximize your tax-deferred savings – 401(k), Mega Backdoor Roth 401(k), 529 Roth rollovers, and more
- Receive expert advice in analyzing and comparing job offers and how they impact your long-term plan
At Forrest Financial Partners, we specialize in helping tech professionals manage their unique finances with a turnkey service offering:
Tax Efficient Investment Strategy
Comprehensive Financial Planning
We want to provide you with a plan that covers everything – from how to navigate your unique compensation, all the way to planning for your long-term goals. Along the way, we work together to optimize your taxes, choose the right investment strategy, help you manage your assets and liabilities, and much more.
Company Equity Valuation
Leveraging our ten years of hedge fund experience, we’ve developed an equity valuation model based on fundamental bottoms-up analysis to help inform you as to when you should exercise your stock options or sell your shares.
Responsive to Your Changing Life
We understand life is unpredictable. That’s why we’re dedicated to being responsive to your evolving needs, ensuring that your financial plan and investment strategy is always aligned with your goals with personalized and adaptable solutions.