It’s time for you to level up and take control of your finances! Yes, investing can seem daunting and cause financial stress. So let us help! This Millennial's Guide to Investing is just for you. In our guide, we…

• Created a workbook to help identify the purpose of your investment accounts ✏️

• Give you questions to consider with your retirement and taxable investment accounts ❓

• Deliver information on additional types of accounts like 529 plans – hey new parents! 🚸

• And of course, provide a summary – because we know time is precious 💡

You’re receiving stock options as part of your overall compensation at work. That’s all you know. You didn’t go to school for finance, so how would you know anything more? Most of our clients have company stock options. It’s common that our clients haven’t developed a plan with their vested stock options before coming to us 🤔

Our download discusses concentrated stock positions, tax planning, and exercise strategies. Let us help simplify the process.

Issues to Consider with Your Non-Qualified Stock Options is just for you. In our download, we…

• Provide you with what to know about your non-qualified stock options 💡

• Explain how much of your company stock should be tied to your net worth 💸

• Share how your non-qualified stock options are taxed 🏳️

• Help you plan to make sure you’re withholding enough taxes 👌