When RSUs vest, executives usually sell everything or hold everything without a plan. Instead, decide beforehand what to sell, what to keep, and why. Each vesting date is a choice point, and having a framework ready makes the difference.
When RSU is vest, you face one of the most consequential financial decisions of your year. But most executives don't treat it that way. Nolan, what does making that decision intentionally look like versus just letting it happen to you?
Yeah, generally executives are going to go one or two ways with this. Most people sell everything automatically or they just hold things passively. Neither of those are actually a plan. A more intentional approach means deciding in advance. I mean, what you'll sell versus what you're going to hold versus what the hold is actually for. So holding with a plan versus holding by default, they may look the same on paper, but in actuality, the outcomes are much different.
And every vesting day is actually a decision point for you. The executives who handle it well have a framework before the day arrives and not after. Build your framework with me. Let's spend 30 minutes on a Zoom call. Book some time on our calendar. The link is down below and we're happy to help.
