BE PAID WHAT
Lacking clarity on big career decisions?
Do you have a new job offer and wonder if it makes sense financially? Are you trying to figure out complicated employee benefit, stock option, or equity compensation plans? All this is stressful on top of other important priorities, such as saving for kids’ college, taking care of aging parents, and saving for retirement. We want you to feel confident in your future while living the lifestyle you want now.
Get answers to your most pressing questions and a plan you feel great about
What are the benefits and risks of long term incentive plans (LTIPs)?
How can LTIPs directly impact my financial future?
How can I improve my financial decision-making skills?
Employee stock participation programs
Pension benefit decisions
Restricted stock & performance shares
Non-qualified stock options
Incentive stock options
Michelle Kaufman, CFA, CPWA®
Sara DiRuscio, CFP®
With nearly 15 years of experience in finance, we guide our clients through the maze of financial choices, enabling them to feel more confident and optimistic about the future.
Why work with Prioritas?
Our approach is about commitment – we focus on building relationships, and unlike big firms we’ll never treat you like just a number. We’re committed to supporting you for the long term.
Career moves can involve layers of financial complexity, and we want you to have absolute clarity on your options. Equity compensation can be especially tricky to navigate, and you deserve to have all the information needed to make the right decisions.
As an independent fiduciary advisor, we’re here to listen, understand your unique situation, and guide you to make the most informed decisions possible. Schedule a call today to get started.
Make Career & Life Decisions With Confidence
You deserve to reap the rewards of smart planning
Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure.
For additional information click here.