A CORPORATE EXEC ASKS SYM,
“Can you help me to maximize my income and benefits?”
“Simplicity does not precede complexity, but it follows it.” Alan Perlis
Christina was a member of the executive team of a large multinational corporation. Over the last several years, as her professional responsibilities grew, she found less and less time to devote to her personal matters.
Christina had amassed a large amount of company stock and continued to earn more cash and equity compensation with each passing year. After years of equity award accumulation she found herself with significant company stock exposure.
Christina was uncertain how to best navigate an exit of some of her shares and stock options. She also had increasing concern about retirement and how to best diversify once her company holding requirement was no longer imposed. Christina heard about SYM Financial Advisors’ Executive Blueprint services from one of her colleagues and decided it was time to set an introductory meeting.
Christina met with a SYM advisory team who built a financial sketch and began the discussion of her equity compensation now and in the future. They were able to create exit strategies: one to recognize the value of a portion of her stock today, and a long-range strategy to recognize value annually.
The SYM advisory team also helped Christina to analyze her stock options each year with a goal to maximize her equity compensation and forecast retirement more thoughtfully.
Through proactivity and oversight, the SYM advisory team allowed Christina to focus on what she does best as a high-performing executive leader. The advisors provided guidance and leadership on the financial side of Christina’s life while also providing accountability for each step along the way.
The SYM team developed a strong relationship with Christina as the years continued. They helped Christina evaluate and negotiate a new executive role, manage her equity compensation during and after executive life, and chart a path into retirement.