Ad-hoc Financial Planning & Consulting

For clients who may not be ready for an ongoing relationship with management of their investments, we also provide ad-hoc Financial Planning & Consulting Services on an hourly basis.

Here, after a discussion of what you are looking for help with, we’ll define the scope of your project, including an upfront estimate for your approval before signing a planning agreement and getting started.

Examples of how we help clients with financial planning projects include:

• Creation of a Financial Plan – Even if you’re not ready for ongoing management of your investments, it’s still incredibly valuable to have a financial plan to guide your decision-making. This may encompass saving and planning for retirement, education funding, or understanding the impact of a big purchase (such as buying a home) before you make the decision.

• Stock-based Compensation Evaluation – If you’ve received an employment offer that includes stock-based compensation, it can often be difficult to truly understand the value of the offer without the help of a professional. Whether you’re being offered stock options, restricted stock, or any other type, Paceline can help you objectively evaluate stock-based compensation as a part of your employment offer.

• Equity Monetization – Once you have stock-based compensation, knowing if and when to sell that stock can be challenging. Paceline can help you evaluate the right time to monetize it, and how to go about doing that. As a part of this, we’ll assess any restrictions you should consider based on your firm’s shareholder plan, and will also consider any potential tax implications.

Have a financial project in mind that’s not listed above? Contact Paceline today and we can make a recommendation for the best way to get the answers you need.