Let us be your back-office planning team

• Personal Equity Compensation Profile
• Custom Equity Compensation Planning

Personal Equity Compensation Profile (Sample):

An equity compensation portfolio analysis that helps advisors determine the appropriate time to exercise by quantifying risk and reward.

• Scope:
• NWSI will assist in the creation and review of a Personal Equity Compensation Profile using StockOpter.com
• Steps:
  1. Open a Stockopter.com account
  2. Create a client case and enter data
  3. Schedule consulting engagement with Net Worth Strategies, Inc.
• Cost:
  • $100 paid via credit card at time of consulting engagement

The development of a model that illustrates the after-tax cashflow effects of various exercise and sell strategies using different stock price assumptions. This model can be used to compare strategies and optimize for tax and cashflow efficiency.

• Scope:
• A NWSI consultant builds and explains a StockOpter^® Pro model of a client's equity compensation portfolio using data and assumptions provided by an advisor
• Optional Deliverables:
  • Review session
  • Custom report
  • Excel workbook
• Required Input:
  • The client's option grant summary report (sample) or the equivalent data in a StockOpter^® Insight or StockOpter^® Pro workbook
  • A StockOpter^®Pro Data Collector worksheet or the clients last two years' tax returns and any estimates for the current and future years
  • The Advisor Questionnaire documenting additional pertinent information
• Cost:
• The cost of the engagement will be fixed based on the scope prior to the start
• Getting Started:
  • Sign up for a consultation

For More Information Contact:
Bill Dillhoefer, Vice President

Phone: 541-383-3899 ext. 108
Fax: 541-388-0308