Stock lots and embedded gains
Review available tax-lot information and the potential consequences of different sale choices with your tax professional.
Tax-aware decision planning
Evaluate the Tax Tradeoff Alongside the Financial Decision.
Taxes can influence a stock decision without determining it alone. We help organize the questions and coordinate with your tax professional.
Free intro: 20 minutes to discuss your situation and fit. No advice or recommendations on this call.
What we review.
Equity compensation and timing
Identify award-specific questions involving vesting, exercises, sales, and cash needed for potential tax obligations.
Giving appreciated stock
Explore whether stock contributions fit your charitable intentions and identify eligibility, deduction, and documentation questions for professional review.
Coordinate the household plan
Consider how stock decisions interact with other income, financial commitments, and investment choices.
The decision belongs in context.
The goal is a considered decision after taxes, risks, and cash needs are evaluated together. Tax savings and investment outcomes are not guaranteed.
Start with a conversation. Then define the work.
01 / Free Intro Call
A 20-minute introduction to understand what brought you here and whether our approach fits. No financial advice or recommendations are provided.
02 / Tech Equity Review Session — $195
A 30-minute session to discuss the strategy your situation may require and map the priorities, information, and next steps for building it. We discuss the roadmap together, and you receive it in writing after the session.
369 Financial, LLC is a registered investment adviser. Registration does not imply a particular level of skill or training. Website content is informational and is not individualized investment, tax, or legal advice. Investing involves risk, including possible loss of principal. Tax and legal matters should be reviewed with appropriately qualified professionals. Use of this website or booking a meeting does not by itself establish an advisory relationship.
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