Question 1 of 12 • About 2 min left
Equity Snapshot
Equity Snapshot Tax Context Goals & Risk Optional Results
Which types of equity compensation do you currently hold? (Select all that apply)
Approximate total value of your equity compensation (vested + unvested)?
What best describes your vesting status?
Approximately what percentage of your liquid net worth is tied to your company stock?
Do you know your current federal marginal tax bracket?
What questions or concerns do you have? (Select all that apply)
Do you have any short-term goals (next 1–3 years)? (Select all that apply)
If you received the full value of your equity in cash today, would you invest it back into your company stock?
How would you realistically react if your company stock dropped 20% in a short period?
When do you expect to need access to this money?
Would you like a complimentary, high-level planning overview that outlines general strategies related to diversification, retirement considerations, and common tax considerations for equity compensation?

This overview is educational in nature and does not constitute individualized investment, tax, or legal advice.

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