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You Are Booked. Here Is What Happens Next.
Your confirmation and calendar invite are in your inbox.
Your complimentary Concentrated Stock Plan call is set with Steve. If the email doesn't arrive in your inbox in the next few minutes, be sure to check your spam folder.
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Watch this first
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Add the call to your calendar
  1. Open the confirmation email and add the call to your calendar right now, so it does not slip your mind.
  2. Read the short pre-call brief in the same email. It takes about two minutes, and it means we can spend the call focused on your plan rather than on your background.
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Have three things in mind
  1. Roughly how large your concentrated position is, and roughly what you paid for it. Rough numbers are fine.
  2. What you most want from the position: more income, less downside risk, better diversification, cash, or a combination.
  3. Any concerns your CPA or adviser has already raised. Those are often the most useful things to work through together.
Questions People Ask Before This Call
Short answers from Steve, so you can spend the call on your own position.
Advisory services are offered through Your Firm, LLC, a Registered Investment Advisor. Review our Customer Relationship Summary (Form ADV Part 2A, Form ADV Part 2B, and Form ADV Part 3) for important information about our services and fees. Your Firm, LLC does not provide legal or tax advice, and the information provided should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation. Images, graphs, and tools are for illustrative purposes only. The Concentrated Stock Plan is complimentary and carries no obligation.
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