What Should I Do With My Company Stock?
Review what you hold, what’s still vesting, and what a sale—or a decision to keep holding—could mean for your household.
Explore Company-Stock PlanningFinancial planning for current and former tech professionals
Your Company Stock Built Wealth. Now It Needs a Strategy.
When your income, future grants, and investments connect to one company, a stock decision reaches beyond the portfolio. We help you weigh taxes, liquidity, career choices, and what the money needs to do next.
Free intro: 20 minutes to discuss your situation and whether we’re a fit. No financial advice or recommendations on this call. Booking opens in a new tab.
What We Address Within a Strategy
A stock sale, a home purchase, or a career move can change the rest of your plan. Start with the decision you’re facing.
What Taxes Should I Understand Before Selling?
Connect vesting, withholding, cost basis, tax lots, and charitable-giving plans with the decisions ahead. Coordinate tax questions with your CPA before taking action.
Explore Tax-Aware PlanningCan I Afford My Next Move?
A career break, home purchase, or change of jobs needs more than a net-worth number. Estimate what you’ll need to spend and what cash will be available.
Explore Cash Runway PlanningHow Should My Other Investments Fit Together?
Give the rest of your portfolio a purpose. Review overlapping exposure, near-term needs, and long-term goals alongside the company stock you retain.
Explore Investment ManagementA company you believe in. A financial life worth planning for.
Believing in your company and understanding your exposure can go together. We don’t begin with an automatic instruction to sell. We weigh holding or reducing stock against your cash needs, potential taxes, future compensation, and other investments.
Your wealth should support more than a larger balance. It can help you make time for family, consider a different career, enjoy what you’ve earned, or support causes that matter to you.
369 Financial offers financial strategies, planning, and in-house investment management. As a fee-only firm, we are paid by clients and do not earn commissions for recommending products.
Get to Know 369 FinancialStart With a Conversation. Then Decide What Comes Next.
You don’t need to choose an ongoing service before we meet.
Free Intro Call
A 20-minute introduction to understand what brought you here and whether our approach fits. No advice or recommendations are provided.
Tech Equity Review Session — $195
If we’re a fit, a 30-minute session explores the strategy your situation may require. We discuss your priorities and next steps, and you receive a written roadmap after the session.
Ongoing Work, If Appropriate
Planning and investment management can help put the strategy into practice. We agree on the scope and fees separately. There is no obligation to continue.
See meeting details and the $195 session’s payment and refund terms (opens in a new tab).
What Do You Want Your Wealth to Make Possible?
Start with the decision on your mind. We’ll talk about your situation and whether 369 Financial is the right fit to help.
20 minutes. Free. An introduction—not personalized financial advice. Booking opens in a new tab.