01
Severance and final pay
We can find the dates in the agreement and sort questions about final pay, a bonus, or unused time.
People Jake has spoken with
Four conversations. Four different starting points.
The call starts with the question that is actually in front of you.
Jake helped Priya understand what her severance agreement meant and which questions still needed answers.
Jake helped Elena evaluate how her company stock fit into her overall financial picture.
Jake helped Michelle organize the questions around keeping an old 401(k) with a former employer.
After reviewing his actual numbers, Daniel found that he had more financial room than he initially thought.
These individuals are not current clients. They participated in free educational conversations with Jake Song. No compensation was provided for appearing here. Their experiences may not represent the experience of others and do not guarantee any financial or investment outcome.
See what else the call can cover
We will focus only on the questions and dates that fit your situation.
02
Equity compensation
We can identify vesting and option dates and note which plan document holds each answer.
03
Health coverage
We can find when current coverage ends and when the next choice must be made.
04
Taxes
We can separate the tax questions from the decisions that should be confirmed with a CPA.
Your old 401(k) and your cash runway may come up too.