Guiding you through maximizing your equity compensation benefit and minimizing your tax burden.
Invest in Your Financial Wellness
Financial Advisors in Utah
Equity Comp FP is comprised of seasoned financial advisors in Utah who specialize in working with high-net-worth executives and senior leaders. We understand the unique financial challenges and opportunities of equity compensation, stock options, and other complex financial instruments. That’s why we help you optimize your wealth, manage risk, and confidently achieve your long-term financial goals.
Take Control of Your Financial Future
Many financial planning services cater to individuals later in their careers, but Equity Comp FP assists individuals and families in the accumulation phase. Our proactive approach focuses on maximizing equity compensation benefits and minimizing tax burdens for a brighter financial future.
Proactive Tax Planning for Equity Compensation
Equity Comp FP provides expert guidance on tax planning for your equity compensation. By taking a proactive approach, we help you navigate tax implications and optimize your benefits.
Ongoing Guidance for Financial Success
Our team is committed to providing continuous support and advice as you work towards your financial goals. With ongoing guidance, you can be better equipped to achieve your desired financial future.
Key Benefits Include:
- Proactive Tax Planning Strategies
- Ongoing Support & Guidance
- Path to Financial Success
Peace of Mind for Your Financial Journey
Equity Comp FP aims to empower individuals and families to make informed decisions about their finances. We believe in helping you build your financial ‘cake’ from the ground up, ensuring that each step is thoughtfully planned and executed.
Onboarding Process with Equity Comp FP
1.
Qualifying Call
We start the process with a brief call to assess compatibility and alignment with your needs.
2.
Discovery Meeting
Engage in a comprehensive discussion to let us understand your financial priorities and objectives.
3.
Outline Meeting
We work with you to develop a customized plan for advancing toward your financial goals.
Take the First Step
Discover how Equity Comp FP can assist you in optimizing your equity compensation and accomplishing your financial aspirations.
Book a Qualifying Call
Schedule a qualifying call, and let us provide the clarity and confidence you need to make well-informed financial decisions.
Ongoing Support and Flexibility
In case you need to make changes to your plan, our structured approach allows you to discuss them during our meetings, which happen three times a year: February, June, and October. Additional meetings can also be scheduled based on your specific needs and circumstances.
What to Expect
We are not a traditional financial planner. We spend our time working on what is important to you and guiding you down your path to success.
Billing
We accept direct billing from a managed account or a direct draft from your bank or credit card.
Ideal Client
Our ideal clients are individuals or couples who want to take control of their financial future.