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Optimizing Your Equity Compensation

Equity compensation presents uniquely challenging planning opportunities. Whether you work at an early-stage company and are receiving Stock Options (ISO or NQSO), participate in an Employee Stock Purchase Plan (ESPP), or receive Restricted Stock Units (RSUs) as compensation, TCI has dedicated financial Advisors who can help you make informed financial decisions while considering the complexities of your equity compensation situation.

Equity Compensation Planning at TCI

In the 1990s, equity compensation’s popularity grew, but its intricacy can pose challenges for individuals aiming to maximize their benefit. Employers use stock options to incentivize loyalty in hopes of a big payoff someday. On the other hand, you should look at your stock options and other compensation as components of your overall financial plan.


Equity Compensation Planning at TCI

Our Advisors start by teaching you about your equity and the impact it could have on your future. Then we learn your long-term goals and build a plan to help accomplish them. From there we explore the impact of equity compensation on your taxes because, at TCI, we believe that the most successful investors are the ones who understand their investments inside and out.


A Holistic Approach

When you receive equity compensation, it can act as the foundation of your financial journey. With this in mind, we take a holistic approach and consider your equity compensation in every decision we make. TCI’s Advisors align your equity with your broader goals and create a unique roadmap that guides you to your version of a purpose-filled life.


A Customized Strategy for You

Your financial plan is tailored to you with your equity compensation in mind. We prioritize building deep relationships with our clients, so we know everything from aspirations to risk tolerance, and everything in between. In financial planning there is no room for a one-size all approach. We are here to be your trusted partner and help you achieve what you want out of life.


Meeting You Where You Are

At TCI, we believe in accessible expertise. Our goal is to help you navigate the complexities of equity compensation and provide you with a meaningful investment experience that helps you accomplish your goals. Distance should never be a barrier to this. Our Advisors will help provide tailored guidance and unparalleled support, no matter where you are on the map.

Why Choose TCI as your wealth advisors?

By choosing TCI for your equity compensation needs you’re partnering with a team of experts who will help create a tailored plan that aligns with your financial goals. Throughout our financial journey together, you’ll experience TCI’s commitment to providing a best-in-class client experience through education, relationships, a comprehensive approach and meeting people where they are.

Our Advisors are committed to ongoing education and staying informed of equity compensation trends ensuring you’ll receive relevant solutions to your complex needs. At TCI, our goal isn’t simply to manage your equity compensation; we want you to feel empowered to make informed decisions that can help secure your financial future with confidence.


A team approach

At TCI, we work as a team to ensure that your needs are met and that your sustainable investment plan fits your wishes. We also make sure that you have every expert needed to help develop a plan that’s guided by your current (and future) cash flow. From estate attorneys to tax experts, we have a wide network of professionals here to support you.


A fee-only firm

TCI is an independent, fee-only firm, which means that you’ll work with a dedicated team who knows your situation and accounts intimately. As a fee-only firm, you’ll have transparency on the fees associated with your plan, and you won’t have to worry that our advice is based on commissions or hidden fees.

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