Market Volatility: Are your finances in line and plans in place?

March 05, 2020

We all make mistakes, but successful people learn from those mistakes and grow as a result. The 2019 stock market lulled a lot of executives into holding increasing positions in their employer stock with no strategy how to manage. They had FOMO (Fear of Missing Out).

This recent market volatility has a lot of those same folks now regretting not having a plan and process for managing their finances. Don't be embarrassed because a lot of executives are now going through this too. The question is, who will continue to sit on their hands and who will actually do something about it?

The good news is that right now is as good of a time as any to get your finances in line and plans in place. Don't just wander through this market. Learn from the experience and put together a plan to be proactive, not reactive.

If you're an executive with stock compensation who needs an independent evaluation of how to best manage your company stock and overall financial picture, let us know and we can Verify Your Plan. We'll show you what's working, what needs adjustment and provide clear actionable strategies for moving forward.