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Equity Planning

Financial plans for text.

Turn your employee stock options and RSUs into a strategic advantage. Domain Money empowers you to maximize your equity compensation. We provide clarity, actionable strategies, and expert guidance to help you make informed financial decisions and achieve your goals.
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your equity
50%
Cut through confusion and gain clarity
Feeling overwhelmed by your equity compensation package? You're not alone. Stock options, RSUs, and other grants come with complexities and raise questions.
Turn equity perks into smart savings
Equity compensation can be a double-edged sword. While it offers great earning potential, there's a tax implication. At Domain Money, we help you navigate those complexities so you keep more of your hard-earned money.
Build your future the smart way
We’ll show you how to strategically leverage your equity to fuel your long-term goals, building a secure and prosperous future.
Take control
We don't believe in one-size-fits-all. Get a clear roadmap built around your unique financial goals, ensuring your equity compensation works for you.
The foundation for your success
Demystifying equity compensation: We break down the jargon and complexities of your equity grants, explaining vesting schedules, tax implications, and how they fit into your overall financial picture.

Personalized strategies: Our CERTIFIED FINANCIAL PLANNER™ professionals create a customized plan that aligns with your unique financial goals, optimizing your equity for a secure future.

Tax efficiency: We help you navigate the tax implications of your equity compensation to keep more money in your pocket.

Building your future: Learn how to leverage your equity compensation to achieve your long-term goals, like a comfortable retirement or a dream vacation.
How much are your RSUs worth?
Receiving equity is one of the best parts of startup life, but it can be confusing to know how it works, how much it could be worth, and how to deal with it. The Domain Money equity calculator and guide will help you figure out what type of equity you have and estimate its possible value.
track value
Net Value of Grant at End of Vesting
$0
Income Taxes Withheld
$0
Ending Value Grant (Cash or Stock)
$0
Accrued Unrealized Gains Tax
$0
This calculator uses an assumption of $50 per share starting value and then taking into account annual price appreciation. Upon vesting, any sales are assumed to incur 32% income tax which reduce the cash balance and then calculates the price appreciation. Assumes no other sales, issuance, or other changes in the initial grant.
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How Domain Money works
Our flat-fee model means no assets under management (AUM) fees and no commissions.
Our focus is your financial well being. We don't push you to buy products, we only provide unbiased expert advice.
We're so confident you'll love Domain Money, we offer a 100% satisfaction guarantee. No questions asked.
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Hear what real clients have to say.
Aaron

Adrianna did a fantastic job and went into great detail on what exactly I need to do to achieve my goals, and even highlighted different scenarios. I will be recommending Adrianna and Domain Money to everybody!

Chelsea

We had really great and enjoyable conversations that led to a valuable and actionable plan we feel ownership of.

Tyler

Adrianna is a pleasure to work with and produced high quality information with an actionable one page summary.

KB

Brian was encouraging, thorough, and understanding of my specific situation.

Eric

Working with Katy was an excellent experience. We dug into our savings, expenses, college planning and retirement planning. She was very straight forward and unbiased in her assessment and advice. We will continue to work with her.

Tyrese

Great communication. Easy to work with. Super informative.

Nicole

Katy is an easy person to talk to, realistic about specific lifestyle needs, and crafty to find unique ways to save money, get out of debt, and is very thorough and organized about ways to curb spending.

Jacob

Katy is tremendous. She's changed the way we think about finances, budgeting, saving and spending. And she's a joy to work with. Don't know what we would do without her!

Brianna

We have worked with Katy for several years and value the original plan she developed, as well as all of the fine-tuning over the years. Katy is the best!

These testimonials are from current clients of Domain Money Advisors, LLC (Domain). No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Domain does not have any material conflict of interest with the persons giving these testimonials.

"Honestly, I was blown away."
-Rachael Millanta, Nov. 8, 2023