Your company stock has dates on it.
Each one forces a decision, and the dates don’t wait. Four taps, and I tell you your first move on the spot. Then I send you the dates that go with it, in order, and what to read first.
About a minute. For education, not advice.
Question 1 of 4
What’s happening?
Question 2 of 4
What do you hold?
Pick the biggest piece.
Question 3 of 4
How soon is the date?
The close, the lockup end, the decision deadline, the window, or your next vest.
Question 4 of 4
What’s the question on your mind?
Your first move
Where should I send the rest?
Your dates in order and what to read first. It goes to your inbox.
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One more click
Check your inbox.
One click on the email from me confirms your address. Your dates are on their way the moment you do.
Nothing there? Check spam, then . Wrong address? .
I’m Mateo Dellovo, a fiduciary adviser for people paid in company stock. I make these calls for a living, and the order to take them in is the first thing I can help with.