Planning Tools
Organize your compensation details, track equity schedules, and manage financial deadlines. All tools are educational, designed to support informed conversations with your advisor.
Educational tools only: These tools help you organize information and understand common planning considerations. They do not provide personalized advice, recommendations, or predictions. For guidance tailored to your specific situation, consult a qualified financial professional.
Available Tools
Organize compensation details, retirement decisions, and business planning checkpoints in one place.
Executive Benefits Snapshot
Capture your compensation, benefits, and key dates in one clean view. Map your equity grants, unvested shares, and benefit enrollment periods.
Open toolEquity Compensation Organizer
Track RSUs, stock options, ESPP shares, and related tax implications. Understand vesting schedules and plan for tax events.
Open toolProtection Review Snapshot
Capture disability, life, liability, and beneficiary checkpoints in one simple executive review snapshot.
Open toolAnnual Planning Calendar
Never miss important financial deadlines. Track contribution limits, enrollment periods, and quarterly tax payments in one timeline.
Open toolMedicare Enrollment Checklist
Track deadlines, avoid gaps, and reduce late enrollment surprises with a situation-specific Medicare checklist.
Open toolRetirement Income Worksheet
Map essentials, flexible spending, and income sources so your first-year retirement plan is clear and realistic.
Open toolRetirement Readiness Snapshot
A quick snapshot of timeline, accounts, and the biggest planning gaps to focus on before retirement.
Open toolSocial Security Questions to Ask
Key questions to help clarify your Social Security claiming strategy and coordinate with your overall plan.
Open toolPlan Option Finder
A quick worksheet to narrow down SEP, SIMPLE, and Solo 401(k) options based on your business reality.
Open toolOwner Cash Flow Snapshot
Clarify owner pay, variable months, and a simple tax readiness habit to make cash flow predictable.
Open toolBusiness Continuity Checklist
A practical checklist so the business can run if you are unavailable for a week.
Open toolSuccession Starter Questions
Begin succession thinking early, even if exit is years away. Clarify timeline and successor options.
Open toolWhy use these tools?
Get organized
Consolidate scattered information about your compensation, benefits, and deadlines into a single, clear view.
Prepare for conversations
Come to your advisor meeting with your information already mapped out, making discussions more focused and productive.
Avoid missing deadlines
Track important dates for equity vesting, enrollment periods, tax planning, and contribution limits.
How it works
Select a tool
Choose the tool that matches your immediate need, whether it's organizing benefits, tracking equity, or managing deadlines.
Fill in your details
Enter your specific information. Use print or notes to keep your planning summary organized before meetings.
Print, save, or share
Bring your completed tool into a Concierge call so conversations can focus on decisions, not data gathering.