0 result

Specialist advice, when you need it

The decisions you make (or don’t make) today around your equity can have a huge impact on your financial future.

Equity plan

What to do with your equity

Advice for what you should do (or not do) with your equity

Early exercise recommendations

Stock option analysis, including exercise and tax strategies, including AMT impact

Liquidity strategies for pre-IPO shares including secondary sales and/or tender offers

What to expect

Where to start

  • 1. Intro meeting

    This call is for your advisor to learn about you, your finances, and goals. You’ll hear about our approach, and what's included. No cost, no commitment; just a check to see if it’s a good fit.

  • 2. Insights session

    We’ll dive deep into your equity situation and begin to scenario-plan about what’s important to you - whether that’s exercise decisions, participating in a tender offer, secondary sale tax consequences, or more.

  • 3. Recommendation and equity plan review

    We'll walk you through your personalized equity plan and a recommendation for the best option based on your financial situation and goals.

Starting at
1800

More about pricing

Book a free into call
Get a plan for your equity

What is an equity plan?

03:39

What is an equity plan?

Testimonials

What our clients say

What I found most comforting was that this would allow all our employees, not just the executives or senior ones, an opportunity to have the option to make a major life decision.
Dan Sinner
Chief Customer Officer at Happy Money
Really awesome personal approach every step of the way. Great team!
Early employee, Globality
What stood out to me about Secfi was their focus on private equity, not just any general stock. And that was really important to me at the time.
Alex, Applied Intuition
There is a DEEP hunger for this kind of service. Thank you so much for what you provide.
Randy, Senior Solutions Architect at DBT Labs
Finally, somebody who gets it for the small percentage of us who have pre-IPO equity.
Austin, Sales Director, Cybersecurity Unicorn
The first time I exercised stock options, I got burned. The tax calculations can be so incredibly complicated. You've got to have a plan.
Michael, Engineer, High-growth startup
What I found most comforting was that this would allow all our employees, not just the executives or senior ones, an opportunity to have the option to make a major life decision.
Dan Sinner
Chief Customer Officer at Happy Money
Really awesome personal approach every step of the way. Great team!
Early employee, Globality
What stood out to me about Secfi was their focus on private equity, not just any general stock. And that was really important to me at the time.
Alex, Applied Intuition
There is a DEEP hunger for this kind of service. Thank you so much for what you provide.
Randy, Senior Solutions Architect at DBT Labs
Finally, somebody who gets it for the small percentage of us who have pre-IPO equity.
Austin, Sales Director, Cybersecurity Unicorn
The first time I exercised stock options, I got burned. The tax calculations can be so incredibly complicated. You've got to have a plan.
Michael, Engineer, High-growth startup
What I found most comforting was that this would allow all our employees, not just the executives or senior ones, an opportunity to have the option to make a major life decision.
Dan Sinner
Chief Customer Officer at Happy Money
Really awesome personal approach every step of the way. Great team!
Early employee, Globality
What stood out to me about Secfi was their focus on private equity, not just any general stock. And that was really important to me at the time.
Alex, Applied Intuition
There is a DEEP hunger for this kind of service. Thank you so much for what you provide.
Randy, Senior Solutions Architect at DBT Labs
Finally, somebody who gets it for the small percentage of us who have pre-IPO equity.
Austin, Sales Director, Cybersecurity Unicorn
The first time I exercised stock options, I got burned. The tax calculations can be so incredibly complicated. You've got to have a plan.
Michael, Engineer, High-growth startup
What I found most comforting was that this would allow all our employees, not just the executives or senior ones, an opportunity to have the option to make a major life decision.
Dan Sinner
Chief Customer Officer at Happy Money
Really awesome personal approach every step of the way. Great team!
Early employee, Globality
What stood out to me about Secfi was their focus on private equity, not just any general stock. And that was really important to me at the time.
Alex, Applied Intuition
There is a DEEP hunger for this kind of service. Thank you so much for what you provide.
Randy, Senior Solutions Architect at DBT Labs
Finally, somebody who gets it for the small percentage of us who have pre-IPO equity.
Austin, Sales Director, Cybersecurity Unicorn
The first time I exercised stock options, I got burned. The tax calculations can be so incredibly complicated. You've got to have a plan.
Michael, Engineer, High-growth startup

Testimonials are specific to an individual Client’s experience and may not be representative of all Clients. Unless otherwise indicated, Clients offering a Testimonial do not receive compensation and their statement does not present a conflict of interest.

Our Client Promise

We act in your best interest

Wealth Management

What comes after the equity plan

As a fee-based registered investment advisor, we offer full wealth management services --- everything from saving strategies and retirement planning to estate planning and investment management.

A man surfing the internet on his smartphone

It starts with a conversation

If most of your financial assets are tied up in your company stock, you are not alone. That's true for many of our clients.

No question is too big or small.