Episode 008

How Stock Compensation Fits Into Your Financial Plan

In this episode, Luis talks to Chloe Moore. Chloe is the Founder of Financial Staples, a virtual, fee-only comprehensive financial planning firm based in Atlanta, GA and serving clients nationwide. Financial Staples is dedicated to serving entrepreneurs and tech employees. As a CERTIFIED FINANCIAL PLANNER™ professional, Chloe takes a comprehensive approach that helps her clients align their finances with their values and purpose so they can live their greatest lives. In addition to promoting financial literacy through volunteer efforts, Chloe also focuses on the cultivation of female and minority financial planners. Through her leadership, contribution, and volunteerism within the financial services industry, Chloe was recognized as one of Investment News Magazine’s Top 40 Under 40 in 2017.

Notes:

In this episode, you’ll learn tips regarding the following:

  • What stock compensation is
  • The different types of stock compensation
  • What a stock option is
  • What a restricted stock unit is
  • Considerations regarding stock options
  • The difference between public and private companies

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