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Equity can be your greatest opportunity—or your biggest risk.
Whether you’re evaluating a new offer, preparing for an IPO, or figuring out what to do with vested shares, we help you make confident decisions about RSUs, ISOs, NQSOs, and more. Our content breaks down timing, tax implications, diversification, and smart ways to manage concentrated stock.
Your benefits are more than perks—they're planning tools.
From ESPPs and open enrollment to deferred comp and health coverage, your benefits package plays a big role in your financial picture. We help you make the most of what your employer offers—coordinating benefits with your equity grants, cash flow needs, and long-term goals.
Financial independence should fit your life—not the other way around.
Retirement means different things to different people—especially in tech. Whether you're aiming to retire early or want options down the line, we help you model income, manage equity-related cash flow, and plan around benefits like DCPs and Roth conversions.
When equity meets income, taxes get complicated.
Equity grants, liquidity events, and variable income can lead to surprise tax bills. We help you plan ahead—whether that’s managing ISO AMT exposure, harvesting losses, or syncing with your CPA to coordinate multi-year strategies that minimize tax drag and align with your overall plan.
We are thrilled to announce that Schmidt Financial Management has been named a finalist in the 2024 ...
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