Turn Equity Compensation Into Long-Term Wealth
For many women in technology, equity compensation represents a significant portion of total income and net worth. RSUs, ESPPs, and stock options can accelerate wealth building. They can also create tax surprises, concentrated risk, and decision fatigue.
I specialize in helping high-earning women in tech build intentional strategies around their equity compensation so that vesting events, liquidity decisions, and tax planning align with long-term financial independence.
RSU Planning
Restricted Stock Units are often treated like automatic income events, but they require planning.
I coordinate:
The goal is not simply to react to vesting. It is to plan around it.
ESPP Strategy
An ESPP can provide attractive discounts, but participation decisions must align with your overall diversification strategy.
I evaluate:
An ESPP should enhance your wealth, not increase unnecessary risk.
Stock Option Planning (ISOs and NSOs)
Stock options introduce timing complexity and tax implications that require proactive strategy.
I analyze:
Decisions around options can significantly impact your tax bill and long-term outcomes.
Managing Concentrated Stock Risk
When a large portion of your net worth is tied to your employer, risk increases.
I evaluate:
Your career and your investments should not depend on the same company’s performance.
Integrated Tax Strategy
Equity compensation events can significantly affect your tax situation. RSU vesting, stock option exercises, and ESPP sales often create income spikes that require careful planning.
I help evaluate:
Equity decisions are not isolated. They are integrated into your broader financial and tax planning strategy.
Who This Is For
Women in technology who:
