Equity & Planning Snapshot

Equity & Planning Snapshot

Start here to help us understand your financial picture. It’s quick, confidential, and helps us make the most of our first conversation.
Name

First NameLast Name
What best describes your current financial planning needs?

I'm just starting to explore financial planningI've done some planning but need help tying it all togetherI have a plan, but I need expert guidance on equity comp or taxesI want a long-term partner to manage everything for me
What type(s) of equity compensation do you currently hold?

Incentive Stock Options (ISOs)Non-Qualified Stock Options (NQSOs)Restricted Stock Units (RSUs)Performance Shares or PSUsI'm not sureNone of the above
How would you describe the value of your equity comp today (vested + unvested)?

Less than $100,000$100,000-$500,000$500,000-$1,000,000$1,000,000-$3,000,0003,000,000
What concerns you most about your equity compensation?

Paying too much in taxesNot knowing when/how to exerciseToo much concentration in one stockCoordinating with my broader financial planLosing value if I leave or switch jobsI'm not sure what I should be worried about
Do you currently work with a financial advisor or tax professional?

Yes, I work with bothYes, I work with a financial advisor onlyYes, I work with a tax professional onlyNo, I do not currently work with either
What is your estimated household income?

Under $250,000$250,000-$500,000$500,000-$1,000,000$1,000,000+Prefer not to say
What would you like to get out of our next meeting?

Learn more about your servicesGet clarity on my equity comp situationTalk through tax planningExplore working together long-termOther
What is the approximate value of your non-equity comp investment assets?

Less than $250,000$250,000-$500,000$500,000-$1,000,000$1,000,000-$3,000,000$3,000,000+Prefer not to say
Zajac Group - 740 Springdale Drive, Suite 204 Exton, PA 19341 - (610) 719-0900

Securities and advisory services offered through Commonwealth Financial Network® , Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.
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