Make the most of your stock plan

Congratulations on your stock grant vesting. Now is a great time to think about your best next step to ensure your equity compensation fits into your overall wealth planning goals.

Call us at 800-544-9354

Get a free one-on-one equity compensation analysis

At Fidelity, we understand that equity compensation is a key part of your overall financial portfolio. With our knowledge of your company's stock plan and our new equity compensation planning tool, we can meet with you one-on-one to provide detailed analysis1 of your awards and help you plan for your short- and long-term needs—helping you bring together all your investments and benefits programs.

Our equity compensation analysis can:


  • Evaluate stock options using the Black-Scholes pricing model2
  • Review leverage and share sensitivity through risk/reward analysis
  • Examine the tax implications of exercising options vs. the market risks of delaying exercise3
  • Consider portfolio concentration, its risks, and how to best address it
  • Provide one-on-one guidance to help you make the best decision for each situation


Call today for a one-on-one equity compensation analysis