Free checklist
Your first 90 days after an equity windfall.
A two-page guide for after an IPO, a tender offer, an acquisition or a big year of RSUs, from T.J. van Gerven, CFP®.
What’s inside
- 01 Slow down. The first two weeks: where to keep the cash, how much to set aside for taxes, and the selling rules to learn before you act.
- 02 Size up your concentration. How much of your net worth rides on one company, a simple stress test, and the AMT to plan for before exercising options.
- 03 Build a plan you won’t regret. A target for company stock, a selling schedule, and a plan for the proceeds before they arrive.
- Questions to answer before you sell. Five questions that cut through the noise.
You’ll also get five short emails over the next three weeks, one topic each: the same things I walk clients through. Unsubscribe anytime.
Who it’s for
Tech professionals and their families facing a big equity event: a company going public, a tender offer, an acquisition, or years of RSUs that have quietly become most of their net worth. If that’s you and you’d rather talk it through, book a free Memento Snapshot.