A Custom Consultation Just for You
Report and Analysis
Your meeting will include a discussion and analysis of your equity awards with a Morgan Stanley Financial Advisor. You’ll leave with a report customized for your hypothetical exercise and sale scenarios, based on the inputs you provide, and a better understanding of your choices.
Advice Aligned with Your Goals
A Financial Advisor can walk you through potential cash flows and various real-world financial scenarios. In addition, the report you will receive following the meeting will outline hypothetical tax implications which you should discuss in more detail with your tax professional*. If you choose to continue your relationship, your Financial Advisor can provide advice on which scenarios may align with your short-term cash needs and long-term financial objectives. *Morgan Stanley Financial Advisors cannot provide tax advice. Please connect with your tax professional to discuss your potential tax implications.