For employees and executives aged 40 to 65 who are paid partly in company stock
Step 1 / 4
Your stock options have vested. Now what?
Talk it through with an advisor who spent ten years inside the stock plans of public companies. You leave with a report of your assets mapped, yours to keep, and a second opinion on your stock, before you decide anything.
Are you interested in a full picture of what to sell, when, where the money goes and why, now that your options have vested or your shares can be sold? (Stock grants vs stock options)
If no · STOP AND LEAVE THIS PAGE
Plan Vault is operated by RevScale Ventures LLC, d/b/a Finscale. Plan Vault is not a financial advisor, tax advisor or law firm. It is a referral and connection service that introduces you to licensed professionals. Educational only. Not an offer or a recommendation.
Plan Vault.
Plan Vault
For employees and executives aged 40 to 65 who are paid partly in company stock
Step 2 / 4
What's your main goal for the money from your stock?
Plan Vault is operated by RevScale Ventures LLC, d/b/a Finscale. Plan Vault is not a financial advisor, tax advisor or law firm. It is a referral and connection service that introduces you to licensed professionals. Educational only. Not an offer or a recommendation.
Plan Vault.
Plan Vault
For employees and executives aged 40 to 65 who are paid partly in company stock
Step 3 / 4
Imagine... within 14 days, you sit down with an advisor and leave with a report of your assets mapped and a second opinion on your stock, before you decide anything.
Roughly how much do you have in company stock, investments and savings, added together?
Plan Vault is operated by RevScale Ventures LLC, d/b/a Finscale. Plan Vault is not a financial advisor, tax advisor or law firm. It is a referral and connection service that introduces you to licensed professionals. Educational only. Not an offer or a recommendation.
Plan Vault.
Plan Vault
Congrats, you qualify! Pick a time for your Wealth Navigation Plan call.
Step 4/4 · About 30 minutes by video call, Monday to Friday, 9am to 5pm Central, with the advisor who builds your plan. You leave with a report of your assets mapped, yours to keep. 👇
(Please wait 1 to 3 seconds for the calendar to load)
Plan Vault is operated by RevScale Ventures LLC, d/b/a Finscale. Plan Vault is not a financial advisor, tax advisor or law firm. It is a referral and connection service that introduces you to licensed professionals. Educational only. Not an offer or a recommendation.
Plan Vault.
Plan Vault
This call is not the right fit, and that is okay.
Thank you for your answers. This call is built for people who want an advisor to look at the whole picture with them, with at least $1M across company stock, investments and savings.
From what you told us, it would not be the best use of your time right now. If that changes, you are welcome back any time.
Plan Vault is operated by RevScale Ventures LLC, d/b/a Finscale. Plan Vault is not a financial advisor, tax advisor or law firm. It is a referral and connection service that introduces you to licensed professionals. Educational only. Not an offer or a recommendation.