Case Study #3: Ready to Grow
CASE STUDY #3
Elliott has a lot of moving parts and wants to be more intentional with his finances
As Elliott moves his way up the corporate ladder, he wants to better understand his stock option compensation. He is looking to break away from a traditional, high-cost Wall Street advisor and receive more personalized advice.
How we helped
- A large chunk of Elliott’s compensation is stock based. He doesn’t understand vesting or tax implications of the options.
- He is interested in learning more about private real estate
- Elliott’s traditional advisor keeps telling him to “stay the course”. He doesn’t feel like he is receiving value for the 1.25% fee.
The stories of transformations reflect real clients of Pure Portfolios. Some names and identifying details have been changed to protect their privacy.
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