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With executives facing growing time constraints
in the changing world of executive compensation,
our clients benefit from our expert financial advice
and career coaching. Many executives change jobs
frequently and benefit from an outside review of
competing job offers; most are not tax experts,
and don’t take the tax implications of stock-option
exercise into consideration. Our financial analysis
services complement our career coaching to provide
outside-the-box thinking to assist executives in
intelligently advancing in their field, and shaping
their career path to achieve their personal and
family goals.
In addition to our general personal financial planning
services, our specialized services for executives
include:
•
Career Coaching
• Financial Analysis of Restrictive Covenants
• Executive Compensation Financial Analysis
• Stock Option Exercise Optimization Analysis
– Incentive
Stock Options
– Non-qualified
Stock Options
– AMT
Minimization Strategies
– Black-Scholes
Optimum Pricing Analysis
•
Competing Job Offer Analysis |
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