FREE GUIDE
FREE GUIDE
Ready to lose the Golden Handcuffs?
Check out our Guide to Managing Concentrated Stock
FREE GUIDE
Ready to lose the Golden Handcuffs?
Check out our Guide to Managing Concentrated Stock
What We Do
Corporate Exit Planning for North Carolina Executives
Leaving corporate life is one of the biggest financial transitions you’ll ever make. We help North Carolina executives and senior professionals coordinate company equity, taxes, benefits, and income so the wealth they built during their careers can support what comes next.
What We Do
Corporate Exit Planning for North Carolina Executives
Leaving corporate life is one of the biggest financial transitions you’ll ever make. We help North Carolina executives and senior professionals coordinate company equity, taxes, benefits, and income so the wealth they built during their careers can support what comes next.
What We Do
Corporate Exit Planning for North Carolina Executives
Leaving corporate life is one of the biggest financial transitions you’ll ever make. We help North Carolina executives and senior professionals coordinate company equity, taxes, benefits, and income so the wealth they built during their careers can support what comes next.
The Hardest Part of Leaving Isn't the Decision
You've spent years building something. A career, a title, a comp package that took real work to earn. Now you're thinking about walking away, and the picture is more complicated than anyone told you it would be.
The equity is sitting there in pieces: RSUs that haven't vested, options with expiration windows, ESPP shares, deferred comp you can't touch yet. The benefits run out the day you leave. The tax bill on a final-year exit can look nothing like any year before it.
And underneath all of it is a question that has nothing to do with spreadsheets. What does this next chapter actually look like, and can the numbers support it?
Most people get advice on one piece at a time. You need someone looking at all of it together, before the resignation letter goes out.
The Hardest Part of Leaving Isn't the Decision
You've spent years building something. A career, a title, a comp package that took real work to earn. Now you're thinking about walking away, and the picture is more complicated than anyone told you it would be.
The equity is sitting there in pieces: RSUs that haven't vested, options with expiration windows, ESPP shares, deferred comp you can't touch yet. The benefits run out the day you leave. The tax bill on a final-year exit can look nothing like any year before it.
And underneath all of it is a question that has nothing to do with spreadsheets. What does this next chapter actually look like, and can the numbers support it?
Most people get advice on one piece at a time. You need someone looking at all of it together, before the resignation letter goes out.
The Hardest Part of Leaving Isn't the Decision
You've spent years building something. A career, a title, a comp package that took real work to earn. Now you're thinking about walking away, and the picture is more complicated than anyone told you it would be.
The equity is sitting there in pieces: RSUs that haven't vested, options with expiration windows, ESPP shares, deferred comp you can't touch yet. The benefits run out the day you leave. The tax bill on a final-year exit can look nothing like any year before it.
And underneath all of it is a question that has nothing to do with spreadsheets. What does this next chapter actually look like, and can the numbers support it?
Most people get advice on one piece at a time. You need someone looking at all of it together, before the resignation letter goes out.
What to Expect
From Corporate Paycheck to Life After, on a Timeline That Works
We know you're ready to plan the exit, not just think about it. Here's what progress looks like at every stage.
30 Days
Getting Clear
We complete your discovery process and pull together every piece of your corporate package: equity grants, vesting schedules, deferred comp, benefits, retirement accounts, and the income picture on both sides of the exit. You'll leave the first month with a clear view of what you're working with.
90 Days
Strategic Planning
We model the scenarios. Leaving this year versus next. Exercising options early versus waiting. Healthcare bridges, Roth conversions, charitable strategies, tax-bracket sequencing. You'll compare paths side by side so the decision is yours, backed by numbers instead of a guess.
6 Months +
Execute
Your plan is in motion. Concentrated stock decisions, tax moves, healthcare coverage, and the income strategy for life after the paycheck are all working together. We coordinate the moving parts so the exit happens on your terms, not the calendar's.
What to Expect
From Corporate Paycheck to Life After, on a Timeline That Works
We know you're ready to plan the exit, not just think about it. Here's what progress looks like at every stage.
30 Days
Getting Clear
We complete your discovery process and pull together every piece of your corporate package: equity grants, vesting schedules, deferred comp, benefits, retirement accounts, and the income picture on both sides of the exit. You'll leave the first month with a clear view of what you're working with.
90 Days
Strategic Planning
We model the scenarios. Leaving this year versus next. Exercising options early versus waiting. Healthcare bridges, Roth conversions, charitable strategies, tax-bracket sequencing. You'll compare paths side by side so the decision is yours, backed by numbers instead of a guess.
6 Months +
Execute
Your plan is in motion. Concentrated stock decisions, tax moves, healthcare coverage, and the income strategy for life after the paycheck are all working together. We coordinate the moving parts so the exit happens on your terms, not the calendar's.
What to Expect
From Corporate Paycheck to Life After, on a Timeline That Works
We know you're ready to plan the exit, not just think about it. Here's what progress looks like at every stage.
30 Days
Getting Clear
We complete your discovery process and pull together every piece of your corporate package: equity grants, vesting schedules, deferred comp, benefits, retirement accounts, and the income picture on both sides of the exit. You'll leave the first month with a clear view of what you're working with.
90 Days
Strategic Planning
We model the scenarios. Leaving this year versus next. Exercising options early versus waiting. Healthcare bridges, Roth conversions, charitable strategies, tax-bracket sequencing. You'll compare paths side by side so the decision is yours, backed by numbers instead of a guess.
6 Months +
Execute
Your plan is in motion. Concentrated stock decisions, tax moves, healthcare coverage, and the income strategy for life after the paycheck are all working together. We coordinate the moving parts so the exit happens on your terms, not the calendar's.
Inside the Engagement
What's Included in Your Corporate Exit Plan
01
Equity Strategy
A full review of your RSUs, stock options, ESPP shares, and any deferred comp tied to your employer. We map out vesting dates, expiration windows, and the tax treatment of each piece so you know exactly what to exercise, hold, or sell before you walk out the door.
02
Tax Planning for the Exit Year
The year you leave often looks nothing like the years before it. We model bracket management, Roth conversion windows, charitable bunching, and the timing of equity events so the final paycheck and everything after it stay tax-efficient.
03
Healthcare Bridge
If you're leaving before Medicare eligibility, healthcare is one of the biggest unknowns. We map out COBRA, ACA marketplace options, HSA strategy, and the income planning that keeps premiums and subsidies working in your favor.
04
Income & Cash Flow Plan
The corporate paycheck is going away. We build the replacement: how much to draw, from which accounts, in what order, with tax-smart sequencing across taxable, tax-deferred, and Roth dollars so the new income lasts.
05
Investment Plan
A portfolio built for life after the paycheck, with appropriate risk, liquidity for the first few years of spending, and integration with the rest of your financial picture. Allocation shifts as your timeline and goals do.
06
Ongoing Coordination
We stay involved as the plan executes. Quarterly check-ins, tax estimate updates, equity event coordination, and adjustments when markets, life, or opportunities shift. The plan keeps moving with you.
Inside the Engagement
What's Included in Your Corporate Exit Plan
01
Equity Strategy
A full review of your RSUs, stock options, ESPP shares, and any deferred comp tied to your employer. We map out vesting dates, expiration windows, and the tax treatment of each piece so you know exactly what to exercise, hold, or sell before you walk out the door.
02
Tax Planning for the Exit Year
The year you leave often looks nothing like the years before it. We model bracket management, Roth conversion windows, charitable bunching, and the timing of equity events so the final paycheck and everything after it stay tax-efficient.
03
Healthcare Bridge
If you're leaving before Medicare eligibility, healthcare is one of the biggest unknowns. We map out COBRA, ACA marketplace options, HSA strategy, and the income planning that keeps premiums and subsidies working in your favor.
04
Income & Cash Flow Plan
The corporate paycheck is going away. We build the replacement: how much to draw, from which accounts, in what order, with tax-smart sequencing across taxable, tax-deferred, and Roth dollars so the new income lasts.
05
Investment Plan
A portfolio built for life after the paycheck, with appropriate risk, liquidity for the first few years of spending, and integration with the rest of your financial picture. Allocation shifts as your timeline and goals do.
06
Ongoing Coordination
We stay involved as the plan executes. Quarterly check-ins, tax estimate updates, equity event coordination, and adjustments when markets, life, or opportunities shift. The plan keeps moving with you.
Inside the Engagement
What's Included in Your Corporate Exit Plan
01
Equity Strategy
A full review of your RSUs, stock options, ESPP shares, and any deferred comp tied to your employer. We map out vesting dates, expiration windows, and the tax treatment of each piece so you know exactly what to exercise, hold, or sell before you walk out the door.
02
Tax Planning for the Exit Year
The year you leave often looks nothing like the years before it. We model bracket management, Roth conversion windows, charitable bunching, and the timing of equity events so the final paycheck and everything after it stay tax-efficient.
03
Healthcare Bridge
If you're leaving before Medicare eligibility, healthcare is one of the biggest unknowns. We map out COBRA, ACA marketplace options, HSA strategy, and the income planning that keeps premiums and subsidies working in your favor.
04
Income & Cash Flow Plan
The corporate paycheck is going away. We build the replacement: how much to draw, from which accounts, in what order, with tax-smart sequencing across taxable, tax-deferred, and Roth dollars so the new income lasts.
05
Investment Plan
A portfolio built for life after the paycheck, with appropriate risk, liquidity for the first few years of spending, and integration with the rest of your financial picture. Allocation shifts as your timeline and goals do.
06
Ongoing Coordination
We stay involved as the plan executes. Quarterly check-ins, tax estimate updates, equity event coordination, and adjustments when markets, life, or opportunities shift. The plan keeps moving with you.
Who We Help
Built for Executives and Professionals Ready for What's Next
We work with senior professionals, VPs, directors, and executives who have built real wealth inside a corporate career and are getting close to leaving. Some are retiring early. Some are starting something new. Some just know the current chapter is closing and want the numbers to support whatever comes after.
Based in North Carolina, we work with executives throughout the state, including Charlotte, the Triangle, the Triad, Wilmington, and surrounding communities, as well as serving clients virtually nationwide.
If that sounds like your situation, let's talk.
Articles to Read Before You Hand in the Resignation
How to Manage a Concentrated Stock Position
Senior professionals and executives often have to manage large amounts of company stock as they plan to leave their corporate roles. Here is a framework to help.
Zachary Ashburn, CFP®, EA, AFC®
Financial Planning Strategies for High Earning Senior Professionals
Senior Professionals can use specific planning strategies to plan for financial independence and efficient exits from the corporate world
Zachary Ashburn, CFP®, EA, AFC®
Planning Lessons From Microsoft's Early Retirement Offer
Planning lessons for people who are considering a corporate exit like Microsoft's 2026 severance package (VRP)
Zachary Ashburn, CFP®, EA, AFC®
What Clients Ask Before They Get Started
What Clients Ask Before They Get Started
When should I start planning my corporate exit?
What happens to my stock options and RSUs when I leave?
How do I handle healthcare if I retire before 65?
Should I do Roth conversions after I leave?
What about deferred compensation?
Do you only work with local clients?
Your Next Move
Trade the Corporate Chapter for One You Actually Designed
You earned the option to leave. A plan turns that option into a life, with less tax, more clarity, and the confidence that the numbers work.
Your Next Move
Trade the Corporate Chapter for One You Actually Designed
You earned the option to leave. A plan turns that option into a life, with less tax, more clarity, and the confidence that the numbers work.
Your Next Move
Trade the Corporate Chapter for One You Actually Designed
You earned the option to leave. A plan turns that option into a life, with less tax, more clarity, and the confidence that the numbers work.