AdviceOnly Equity Compensation Planning Lantern

Navigating Equity Compensation Planning with a Fee-Only Advisor

Equity compensation is one of the most powerful tools companies use to attract and retain talent. For employees and executives, it can also be one of the most complex parts of a financial life. Stock options, restricted stock units, performance shares, and other equity grants carry significant upside but also introduce layers of tax rules, liquidity constraints, and concentration risk. Without careful planning, a windfall can turn into a tax headache or a portfolio disaster.