v1 Equity Compensation Assessment

Tell us about yourself.* This field is required.

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

I'm glad you found us. Out of curiosity, what brings you here?* This field is required.

I'm just curious

Your free resources help me help my clients

I found you on Google

Other

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.

Do you have a specific question or topic that you would like me to cover?

Are you interested in submitting an article to our site and/or being featured by answering a FAQ?

Yes, please

No thank you

Great, tell us a little more about your experience or what content you want to feature.

Have you ever shared our content or linked to our content before?

Yes

No, but I will now!

Are you interested in working with us?* This field is required.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

What kind of equity compensation do you have? Select all that apply.* This field is required.

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

My Company is:* This field is required.

Private

Public

What are your current financial goals?* This field is required.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

As part of my current financial plan, I/we have the following (select all that apply):* This field is required.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

When it comes to your equity compensation package, how well do you understand:* This field is required.

When it comes to your equity compensation package, how confident are you going at it alone?* This field is required.

Extremely confident

Confident enough

Not very confident

Not at all confident

Have you worked with a financial advisor before?* This field is required.

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

In summary, my single, biggest financial goal is:* This field is required.

Who should we send your results to?* This field is required.

First Name

Last Name

Where should we send your results?* This field is required.Please enter your preferred email address below.

example@example.com