Executives
Whether you’re a consultant seeking partnership and learning about buy-ins and distributions, a high-performer being compensated in confusing stock options, grants or units, or joining a start-up hoping for a liquidity event, managing the tax impacts or hedging or divesting of concentrated holdings can be confusing.
As your career hits new milestones, it’s imperative to have a strategy and job description for bonuses, equity positions, and deferred compensation strategies.
Whether you’re a consultant seeking partnership and learning about buy-ins and distributions, a high-performer being compensated in confusing stock options, grants or units, or joining a start-up hoping for a liquidity event, managing the tax impacts or hedging or divesting of concentrated holdings can be confusing.
As your career hits new milestones, it’s imperative to have a strategy and job description for bonuses, equity positions, and deferred compensation strategies.
At Axias, we’re happy to hold mid-year meetings with your accountants and other advisors to help project current year tax implications as well as to strategize positioning you for a steadier financial future. Too often clients come to us with major positions in companies and no clear plan for what’s next nor “what if.” By sharing all Summary Plan Documents, grant letters, and benefit information with us, we can help to establish a financial plan considering your current resources as well as future payouts and to recast the plan as stock prices, compensation packages, and career paths change.
Our financial planning process begins with an “ice-breaker” phone call followed by a series of three meetings. After the introductory call and before the first meeting, we’ll provide you with a list of documents and details you’ll want to prepare. During the first detailed meeting, we’ll interview you about your family, financial goals, incomes, current investments, insurances, credit, debts, and legal planning. During the second meeting, we’ll share our findings, make recommendations for you to consider now as well as those you’ll want to understand for your future. After such a meeting, we’ll send you notes with definitions and action items to help you truly understand how your finances could be managed. Our third meeting will simply be a debrief or “Q&A,” session. During this time we’ll review the prior meeting, the summary email, and all questions you have. Once you’re confident with your to-do list and new trajectory, we’ll begin working together.
When doing business with our firm, you’ll want to note we do our best to eliminate conflicts and offer programs where you can work with us under a monthly subscription, programs where we charge a fee to manage your assets as well as programs where we can be paid a commission when certain products are used.