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Personal Financial Planning = Connecting Your Life Goals To Your Finances

Key Questions This Article Answers:

•What is financial planning?

•Why is financial planning important?

•What are the key items a financial plan focuses on?

Step By Step Guides

If your company is publicly traded (both recent IPOs, or mature public company) -- these are the key decision you need to be focused on!

Key Questions This Article Answers:

•What key decisions do I need to make/consider if I work for a publicly traded company?

•My company just IPO'd. What do I need to know (and do)?

•How do I make smart tax decisions with my stock comp for my post-IPO company?

Step By Step Guides

If you're at a VC-backed company; these are the critical equity decisions you need to focused on!

Key Questions This Article Answers:

•What key decisions do I need to make/consider if I work for a pre-IPO company (e.g. Seed-stage through Series-E) ?

•How do I decide if I should exercise my ISO/NSO options if my company is pre-IPO?

•What tools exist to help me to better understand the pros/cons of exercising my ISO/NSO options if my company is pre-IPO?

Step By Step Guides

If you're at a VC-backed company, this is what you need to know about financing, exchanging, or selling your Pre-IPO shares!

Key Questions This Article Answers:

•Should I use borrow money to exercise my options? When it is a good idea? A bad idea?

•What is a pre-IPO exchange fund, and why is it something I might want to consider using?

•Can I get financing on my RSUs if my company is still private/pre-IPO?

•Can I sell shares of my private/pre-IPO company? How?

Our team of financial experts is here to help you navigate your unique financial situation.