Many FJY clients come to us for help with the unique challenges related to variable income—often due to stock option grants, bonuses and commissions. Fluctuations in compensation can cause a unique set of challenges related to cash management and taxes, among many others.
FJY’s approach for Executives & Entrepreneurs includes several key components:
Analyzing Company Benefits
We provide advice regarding certain company benefits that may be available to you. We help you develop a strategy related to employee stock plans, stock options, and restricted stock. We help you understand company incentive plans and insurance benefits, and we evaluate and provide advice on compensation packages.
Addressing the Ups and Downs of Life
Everyone experiences life events, from the birth of a child to care of a family member to the death of a loved one and many issues in between. We want to be one of the first calls you make when life events happen. We help you think through the issues and determine what needs to be done.
Managing Cash Flow
From day-to-day spending decisions to those related to large purchases (any other issues for entrepreneurs and executives? Bonuses perhaps?), we help you manage cash. We help develop a plan, implement that plan, and if necessary, provide accountability.
Executives and Entrepreneurs
Many FJY clients come to us for help with the unique challenges related to variable income—often due to stock option grants, bonuses and commissions. Fluctuations in compensation can cause a unique set of challenges related to cash management and taxes, among many others.
FJY’s approach for Executives & Entrepreneurs includes several key components:
Analyzing Company Benefits
We provide advice regarding certain company benefits that may be available to you. We help you develop a strategy related to employee stock plans, stock options, and restricted stock. We help you understand company incentive plans and insurance benefits, and we evaluate and provide advice on compensation packages.
Addressing the Ups and Downs of Life
Everyone experiences life events, from the birth of a child to care of a family member to the death of a loved one and many issues in between. We want to be one of the first calls you make when life events happen. We help you think through the issues and determine what needs to be done.
Managing Cash Flow
From day-to-day spending decisions to those related to large purchases (any other issues for entrepreneurs and executives? Bonuses perhaps?), we help you manage cash. We help develop a plan, implement that plan, and if necessary, provide accountability.