• Coordinate RSUs, restricted stock, ISOs, NQSOs, bonuses, and other incentive compensation within the financial plan
• Evaluate option exercise and stock sale decisions in relation to liquidity, diversification, taxes, and long-term goals
• Model the financial and tax implications of vesting, exercising, holding, or selling company equity
• Coordinate equity compensation decisions with tax professionals and company plan requirements

• Coordinate salary, bonuses, equity compensation, deferred compensation, and investment income within the broader financial plan
• Plan for taxes associated with vesting, option exercises, stock sales, and other compensation events
• Maintain liquidity for estimated taxes, major purchases, investment opportunities, and other financial commitments
• Coordinate charitable giving, tax-loss harvesting, asset location, and other tax-aware investment strategies where appropriate

• Model the financial impact of promotion, job change, retirement, termination, or other executive transitions
• Evaluate vested and unvested equity, deferred compensation, retirement benefits, and other assets before leaving an employer
• Develop investment and liquidity strategies for stock sales, payouts, severance, and other transition-related proceeds
• Coordinate financial decisions with attorneys, tax professionals, and employer benefit specialists when appropriate

• Measure employer stock exposure across vested shares, unvested awards, options, and retirement accounts
• Develop diversification strategies that balance concentration risk, taxes, liquidity needs, and investment objectives
• Coordinate sales of company stock with established trading windows, company restrictions, and applicable trading plans
• Reinvest proceeds within a diversified portfolio aligned with long-term financial goals

• Evaluate 401(k), pension, SERP, deferred compensation, and other executive retirement benefits
• Coordinate contribution and distribution decisions across qualified and nonqualified retirement arrangements
• Model deferred compensation elections and future distributions in relation to retirement income and cash flow needs
• Integrate executive life, disability, and other employer benefits with individually owned coverage and personal assets

• Coordinate company stock, retirement assets, insurance, and investment accounts with the broader estate plan
• Review beneficiary designations, account ownership, and asset titling as financial circumstances change
• Evaluate life, disability, and long-term care insurance in relation to income, family needs, and accumulated wealth
• Develop charitable giving and wealth-transfer strategies around family, philanthropic, and legacy objectives

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