(Mis)managing your equity awards is turning your dollars into pennies
(Mis)managing your equity awards is turning your dollars into pennies
Experience. Results
Connecting NOVA is not a financial advisory firm
We are a local referral network focused on helping professionals find highly qualified fiduciaries who specialize in the complexities of equity compensation.
We thoroughly screen advisors based on experience, education & focus in this niche area.
Build a trusted relationship with an expert in your community.
Join the hundreds of NOVA professionals that have already made a connection
Take advantage of the unique opportunity present in your equity awards
1
Complete a brief questionnaire so we can connect you with the advisor most qualified to assist you
2
View their qualifications, and availability on Calendly. Schedule a time that's convenient for you both
3
It's up to you to take the next step. The call is complimentary and we do not share your information
High Cost of Inaction
Step 1
Step 2
Enter the approximate amount of your vested stock options
Step 3
Update your financial plan to determine how much earlier you can retire
*The blue line represents the hypothetical return on your current equity compensation if you diversified all of your shares into an S&P500 index fund. Growth is compounded over 20 years at the average annual rate of return for the S&P500 from 1994-2024. The red line represents the hypothetical return using the strategic tax planning strategy and reinvesting your tax credits every year. The 7.4% in additional annual return is based on average available tax credits in the S&P500 over the last 30 years. These numbers are based on historical data and are not guaranteed. Not tax advice.
Procrastination Calculator 📈
Advisor Connect
You will receive a confirmation email that includes the qualifications of the advisor most suited to assist you.
You will also receive a Calendly link in order to schedule a time that’s convenient for you both. You can choose to meet by phone or Zoom.
We do not share your information and you are under no obligation to work with an advisor.
The call is complimentary.
(703) 303-5530
support@connecting-nova.com
11710 Plaza America Drive ◊ Reston, VA 20190