Employee Stock Option Advice in Pocatello, Idaho
Stock options can be powerful wealth-building tools — but come with some confusing complications. I offer virtual sessions to help you understand, exercise, and manage your options with confidence. See Our Other Services
Not Sure What To Do With Employee Stocks?
Stock options are often confusing. You might not know when to exercise, how much tax you’ll owe, or what to do after leaving your company–or you may feel stuck not knowing how exercising now vs later may affect your goals in life. One wrong move can create large, unexpected tax bills or missed opportunities for profit.
You may not want a full-time discretionary advisor — just clear, expert advice for your specific situation.
I'll Help You Understand and Plan
As both a Certified Financial Planner™ and CPA, I help clients across Pocatello and the nation understand the financial and tax impact of their stock options. Whether you have ISOs, NSOs, RSUs, or an ESPP, I’ll explain how they fit into your larger financial plan.
Our virtual meeting gives you personalized guidance on personalized considerations for when to exercise, how to manage holding periods, and what tax outcomes to expect. You’ll leave with a clearer understanding of your equity/options, how they affect your life and a plan for action.
Steps To Understanding Your Employee Stock Option
Share Your Option Details and other relevant information
Provide grant documents, vesting schedules, and recent statements so I can review your full situation. I’ll let you know what I need for your situation.
Schedule A Meeting
Choose a convenient time to meet online from home or your office.Get Your Personalized Plan
Receive Clear, Actionable Advice
You’ll get step-by-step guidance tailored to your stock type, tax bracket, and financial goals.
Ready To Get Started?
With more than 20 years of experience as a CFP®, CPA, and Registered Life Planner, I help professionals make confident, tax-smart stock decisions. I don’t sell investments — I provide objective, fee-only hourly advice that focuses on your long-term financial health.
Without proper guidance, stock options and equity can become an unexpected liability or weight instead of just feeling like an asset. Book your virtual session today and make informed choices that work for your future.