Guidance to help with your compensation

Equity compensation can be one of the most valuable components of your financial life, but it can also be one of the most confusing. From stock options and restricted stock units (RSUs) to employee stock purchase plans (ESPPs), understanding how your benefits work and how they impact your taxes, investments, and long-term goals isn't always straightforward. Take our free Equity Compensation quiz and gain insights that can help you make more informed decisions about your financial future.

Equity Compensation Tax Diagnostic | Balanced Wealth Group
Complimentary Tax Diagnostic

Is your equity compensation costing you at tax time?

Stock options, RSUs, ESPP shares, and deferred comp each hide a specific tax trap. Answer five quick questions to see where you may be leaving money on the table, or walking into a tax bill you didn't see coming.

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What your answers mean

Turn these findings into a tax plan

A Balanced Wealth Group advisor can turn this diagnostic into a tax-smart plan for exercising, vesting, and selling your equity, so you keep more of what you've earned. The first conversation is complimentary.

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This assessment is for educational purposes only and does not constitute investment, tax, or legal advice. Consult your attorney or tax advisor regarding your specific situation.

Have questions? We're here to help.

How can you help me understand my executive comp package?
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I earn a lot, why do I still feel uncertain about my finances?
We earn a lot, why do I still feel uncertain about our finances?

Executive compensation packages often include stock options, restricted stock, deferred compensation plans, employee stock purchase plans, and other benefits that can be difficult to navigate. We help you understand how each component fits into your overall financial picture, identify potential risks and opportunities, and develop a strategy for exercising, holding, or selling shares in a way that supports your long-term goals.

Most financial advisors are well-equipped to build an investment portfolio and help with general retirement planning. Executive compensation planning is a different discipline, and the gap can be significant. Equity compensation involves a specific set of rules, deadlines, and decisions that general planning often misses: when to exercise options, how to model AMT exposure, whether ESPP sales are qualifying or disqualifying, and how this all integrates into your tax plan.

The right answer depends on your goals, tax situation, risk tolerance, and overall portfolio. We help evaluate your concentration risk, review vesting schedules and expiration dates, analyze tax implications, and create a strategy for holding or selling shares that aligns with your plan.

Tax planning is one of the most important aspects of managing executive compensation. We help you understand the tax consequences of stock options, restricted stock, and other equity awards, while coordinating with your tax professional to identify strategies that may help reduce unexpected tax bills and improve tax efficiency over time.

Many executives face increasingly complex financial decisions as their careers advance. Between equity compensation, retirement planning, taxes, benefits elections, and family responsibilities, it can be difficult to know whether you're making the right decisions. Our role is to help simplify the complexity and provide a clear strategy so you can move forward with confidence.

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Disclosure: Testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success. Testimonials are from actual clients and were given without compensation.

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Disclosure: Testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success. Testimonials are from actual clients and were given without compensation.

"Life is complex with many decisions and life choices that can effect your family for the long-term. Navigating these decisions and daunting and difficult to get accurate information and how it applies to your family. Beyond managing money, The Balanced Wealth Group has helped us manage our entire life and gives us the security of  knowing that no matter what happens, we are prepared."

Disclosure: Testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success. Testimonials are from actual clients and were given without compensation.

Ready to Choose Balance?

You’ve worked hard to get to this point, so lets make sure your financial life reflects that. Whether you are looking for clarity around your equity compensation, got hit with a tax bill you didn’t see coming, or simply making sure you are doing everything you should be, let’s start with a conversation. Tell us a bit about you, where you stand, why you’re reaching out now, and what is keeping you up at night.

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