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Personal Financial Planning for Executives and Entrepreneurs

Overview of attention for book
Cover of 'Personal Financial Planning for Executives and Entrepreneurs'

Table of Contents

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    Book Overview
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    Chapter 1 The Story of David and Goliath, and Abby and Samson: A Journey with No Direction
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    Chapter 2 The Goals of Executive Financial Planning: Peace of Mind and the Five Pillars
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    Chapter 3 Understanding and Negotiating Executive Employment Agreements for Success
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    Chapter 4 The ABCs (and ESPPs, RSUs, SARs, ISOs, and NSOs) of Equity-Based Compensation
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    Chapter 5 The Story of David and Goliath, And Abby and Samson: The Aftermath
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    Chapter 6 Achieving Financial Independence: Goals-Based Planning
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    Chapter 7 Investment Planning in Five Steps
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    Chapter 8 Tax Planning and the Ten Commandments
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    Chapter 9 Estate Planning and Why It’s Really So Important
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    Chapter 10 Planning for Philanthropy and What It Can Do for Everyone
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    Chapter 11 Too Much of a Good Thing: Managing Concentrated Holdings
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    Chapter 12 Managing Some of Life’s Great Risks Through Insurance
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    Chapter 13 Five-Pillared Planning for Exits and Other Liquidity Events
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    Chapter 14 Finding the Right Advisors
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    Chapter 15 The Alternative Story of Delilah, Redemption, and the Promised Land
Attention for Chapter 4: The ABCs (and ESPPs, RSUs, SARs, ISOs, and NSOs) of Equity-Based Compensation
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