Equity Compensation confuses even the most sophisticated executives. My team can help you understand yours. We are Executive Wealth Planning Partners and WorkWealthy.com We provide Equity compensation financial planning, equity compensation plan administration consulting, plan participant education and communication, 10b5-1 diversification plans, insider trading compliance training and stock plan management. All advice is focused on helping corporate executives and their families with multi-million dollar portfolios sustain a lifetime income stream sufficient to sustain their preferred... Read more
Register as a client
is changing the way organizations leverage outside expertise. We enable our clients to address complex problems and tap fleeting opportunities, like never before.
We invite experts from various business domains to offer fresh insights, hands-on expertise and coaching to our clients.
All engagements are at the Consultant's discretion.Apply Now
Our clients are the managers and directors of Small to Mid-sized businesses, Corporations and Non-profits.
They leverage us for Growth, Process Improvements and Organization Development.