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v1 Equity Compensation Assessment
1
Tell us about yourself.
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I’m a financial advisor, CPA or other financial professional.
I am an employee, consultant or retiree, and I receive equity as part of my compensation package
Other
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2
I'm glad you found us. Out of curiosity, what brings you here?
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I'm just curious
Your free resources help me help my clients
I found you on Google
Other
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3
How would you rate your level of understanding of equity compensation?
I have a lot clients and years of experience working in this space.
I have some clients with equity, and come across it periodically.
I have limited experience, and am researching a specific need.
I am new in this space and am looking to learn.
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4
Do you have a specific question or topic that you would like me to cover?
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5
Are you interested in submitting an article to our site and/or being featured by answering a FAQ?
Yes, please
No thank you
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6
Great, tell us a little more about your experience or what content you want to feature.
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7
Have you ever shared our content or linked to our content before?
Yes
No
No, but I will now!
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8
Are you interested in working with us?
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Please select one or more of the options below.
Consulting services
Education for employees
Speaking engagements
White labeled content
Something else
Nothing at this time
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9
What kind of equity compensation do you have? Select all that apply.
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Restricted Stock Units (and Awards)
Incentive Stock Options (ISOs)
Non-Qualified Stock Options (NQSOs)
An Employee Stock Purchase Plan (ESPP)
Stock Appreciation Rights / Performance Awards
None
Other
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10
My Company is:
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Private
Public
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11
What are your current financial goals?
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Select all that apply.
Feel confident in my investment decisions
Gain financial freedom
Minimize income taxes
Protect my family in case something happens to me
Plan for retirement
Build a comprehensive financial plan
Make sure my estate plan is in order
Leave a legacy for myself and/or my family
Create a plan for donating or otherwise distributing my/our wealth
Something else
Other
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12
As part of my current financial plan, I/we have the following (select all that apply):
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Select all that apply.
Investment strategy
Tax strategy
Charitable giving strategy
Education fund/strategy
Disability insurance
Long-term care insurance
Life insurance
Wills
Trust
Estate plan
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13
When it comes to your equity compensation package, how well do you understand:
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Not at all
Not very well
Well enough
Extremely well
What you have and what you want to accomplish
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Row 0, Column 1
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Row 0, Column 3
Tax implications
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Row 1, Column 1
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Row 1, Column 3
Concentration risk
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Row 2, Column 1
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What you have and what you want to accomplish
Tax implications
Concentration risk
Not at all
Row 0, Column 0
Not very well
Row 0, Column 1
Well enough
Row 0, Column 2
Extremely well
Row 0, Column 3
Not at all
Row 1, Column 0
Not very well
Row 1, Column 1
Well enough
Row 1, Column 2
Extremely well
Row 1, Column 3
Not at all
Row 2, Column 0
Not very well
Row 2, Column 1
Well enough
Row 2, Column 2
Extremely well
Row 2, Column 3
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14
When it comes to your equity compensation package, how confident are you going at it alone?
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Extremely confident
Confident enough
Not very confident
Not at all confident
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15
Have you worked with a financial advisor before?
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Yes, and I still do.
Yes, but I am considering a change.
No, and I prefer to do things myself.
No, but I’m considering it.
Other
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16
In summary, my single, biggest financial goal is:
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17
Who should we send your results to?
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First Name
Last Name
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18
Where should we send your results?
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Please enter your preferred email address below.
example@example.com
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19
Calculation
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