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StockOpter.com for Recipients

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www.networthstrategies.com

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Solution introduction

StockOpter.com will provide you with information and decision alerts to help you maximize the value of your equity compensation. Here are the 5 things you need to know about your employer stock & options that are included in StockOpter.com:

1. Your Insight Ratios: a metric that helps determine the optimal time to exercise.

2. Your Forfeit Value: the equity compensation value lost when you leave your company prior to retirement.

3. The stock price at which your financial goal is reached.

4. Your level of concentration in company stock and options.

5. The estimated tax affects of exercising options or when restricted shares vest.

StockOpter.com For Recipients is the best tool for….

  • Timing employee stock option exercise decisions and the diversification of company shares
  • Monitoring key decision criteria (e.g. vesting, expiration, risk/reward, concentration)
  • Assessing the risk of concentrated company stock holdings
  • Illustrating the role company stock and options play in achieving your financial goal

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