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Flow Financial Planning, LLC
  • Home
  • About
    • About
    • Flow in the Media
    • FAQs
  • What We Do
  • Blog
  • Contact
  • Schedule a 15-min intro call
  • Home
  • About
    • About
    • Flow in the Media
    • FAQs
  • What We Do
  • Blog
  • Contact
  • Schedule a 15-min intro call
Schedule a Consultation

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Early Exercising Stock Options. Whaaaa?

You’re working at an awesome company. You think it might Go Big. And they’ve given you a bunch of stock options that vest over several years.

Block Woman gazes at white horizontal sheet of paper propped up on a light-colored wood easel. A green question mark symbol hangs above her pointed head.

Employee Stock Purchase Plans (ESPP): Enroll, But Don’t Get Too Excited.

Do you know, more or less, how RSUs work, but ESPPs are a complete mystery? Join many of our clients in that confusion. And frankly they are stupidly complicated for the amount of money they’re worth to you.

Block Woman balancing on a slender tightrope in the top third of the image.

Should You Exercise Your Options at Your Private Company? 4 Approaches to Consider

This is for all you private-company employees out there who still have your job. And have exercisable stock options hanging over your head, causing persistent low-key anxiety about: Should I be doing something with these?

Block Woman being elevated while with a pile of papers underneath

You kept all your company stock. And now it’s worth so much less. What should you do?

Picture it: Bay Area, November 2021. You own a bunch of Block (or Airbnb, DoorDash, UiPath, Squarespace, Palantir) stock. You’ve got plans!

Plans for your company’s IPO have gone pfft. What should you be doing about your company stock and personal finances now?

The IPO market is very sad right now.

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