Financial Planning for RSUs & Equity Compensation
Whether you work at a tech giant like Google, Apple, or Amazon, or in big pharma at Takeda, equity compensation is a key part of your wealth. Make sure it's working as hard as you are.
Ametrine Wealth provides personalized, fiduciary financial planning for high-achieving women navigating stock-based compensation and complex financial decisions.
Ametrine Wealth provides personalized, fiduciary financial planning for high-achieving women navigating stock-based compensation and complex financial decisions.
How We Help
Using a highly-structured process and cutting-edge technology, we'll work with you to create and implement a financial plan that allows you to live life on your terms.
Our process of creating your financial plan begins with an introductory meeting to understand your unique goals and values. We then schedule follow-up meetings to develop a comprehensive written report and presentation with tailored recommendations and actionable steps.
Stock
RSU & Equity Compensation Planning
This is where we learn about who you are, what your situation is, what your goals, hopes and dreams are and what you’re hoping to achieve at the end of this process.
Taxes
Information Gathering
During this phase we gather all of the nitty gritty details of your personal finances.
Risk
Creating the Plan
This is where we start building the plan in our software, circle back with you to gather any additional information and details and also to make sure we accurately captured your goals.
Step 4:
Presentation of the Plan
This is where we learn about who you are, what your situation is, what your goals, hopes and dreams are and what you’re hoping to achieve at the end of this process.