You Work Hard for Your Equity. Are You Secretly Losing Wealth?
If your RSUs or ISOs aren’t integrated with your full financial picture, you could be overpaying taxes, risking vested shares, or leaving opportunities on the table. In one free session, we’ll help you spot leaks and coordinate a plan.
Common Ways Equity Owners Lose Money
Even small oversights can lead to significant losses. Here are the most common leaks we find.
Overpaying Uncle Sam
Mistiming equity events can lead to big tax bills (AMT, multiple grants, or IPOs). We’ll map out smarter timing windows.
Losing Vested Shares
Life happens. We’ll review concentration risk, cliffs, and what-ifs so your shares don’t vanish due to avoidable gaps.
Unprotected Wealth
If markets tank right before vest dates, what’s your plan? We’ll discuss downside coordination and liquidity planning.
No Use or Control
Working hard doesn’t equal control. We’ll align your equity with your strategy so your dollars serve your goals.
What You’ll Get in the Free Session
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Equity Snapshot: Quick inventory of grants, vesting schedules, and potential tax triggers.
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Tax-Timing Map: High-level windows to reduce surprises (including AMT awareness).
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Risk Check: Concentration, blackout windows, employer changes, and liquidity planning.
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Coordination Plan: How RSUs/ISOs fit with cash reserves, retirement, and protection planning.
Engineers, product leaders, and tech pros with RSUs/ISOs/ESPP who want clarity without jargon or sales pressure. If you’ve ever wondered “am I missing something?”, this session is for you.
Meet Your Advisor
Hi, I'm Spyro Athanasoulias. My passion is helping people by understanding their unique stories. Since 2004, I've focused on giving each client my undivided attention, learning about their lives, their past, and their future aspirations.
This understanding enables me to develop tailored strategies for tech professionals, helping them coordinate their equity compensation with their full financial picture. My goal is to reduce avoidable surprises and put you in a position to use your equity on purpose.
Frequently Asked Questions
Is this a sales call?
No. It’s an educational planning session focused on your equity compensation. If you find it valuable and want ongoing help afterward, we can discuss if we're a good fit to work together. There is no obligation.
What should I bring?
Grant/vesting schedules, most recent pay stub, and any recent tax returns or 83(b) elections (if applicable). Don't worry if you don't have everything—whatever you can bring is a great starting point.
Do you give tax advice?
We coordinate closely with tax professionals and provide planning education to help you understand the implications of your decisions. We do not provide tax advice, and always recommend you consult your CPA or tax advisor.
Ready to Get Clarity?
Pick a time below to book your Free Equity Planning Session. It’s the first step to taking control of your financial future.
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