Partnering with executives to optimize the value of their equity compensation and reach retirement sooner using my proprietary SustainedLifestyle™ Approach.
Wealth Management Services | Wealth Management | Fee-Only Financial Planning | Financial Advisor | Retirement Planning
“How long do I need to work?”
Have you ever asked yourself this question?
If you’re like my clients (executives in their 40s and 50s working in Technology and the Life Sciences) … then this question has crossed your mind at some point.
Maybe more than once…
What is your timeframe to reach retirement today?
Regardless of the time, you want to get there sooner. The reality is you don’t hate your job…in fact you LIKE working.
But you want to be able to wake up every morning and say: “I get to do what I want…and not run out of money doing it”.
Can you know with certainty the day and time you can finally retire?
The answer is Yes. And for some of you that day may be closer than you think.
The MAJOR roadblocks that stand between executives and their ‘retirement date’ are:
Expert portfolio management
Monitoring the constant changes to taxes & investment rules
All the headaches surrounding equity compensation plans: when to exercise stock options, when to sell RSUs, deferred compensation decisions…
Do you have the time to sort through all these intangibles to find your “retirement number”?
Or…would you prefer an expert do this for you?
If you choose the latter, then I would like to introduce you to my Sustained Lifestyle Approach™.
This is a proprietary 10 Phase approach I have used with countless executives to reach their retirement date sooner:
1 Current Circumstance Check
2 The Why of Your Money
3 Executive Earnings
4 Cashflow Construction
5 Consolidate, Combine & Condense!
6 Tax Thrifty
7 Risk Range
8 Portfolio Plan
9 Prime Positioning
10 Ever Evolving
If you’re an executive who wants to know more, please go to the SustainedLifestyleTM page, and leave me a note so we can find some time to talk.