A promotion is both reward and reset. Pay grows, equity stacks, expectations multiply. What once looked like a clean financial picture now feels like a second job, managing vesting schedules, blackout windows, and tax traps.

You're not behind. The plan just hasn't kept pace. Most executives don't fail for lack of advisors. They struggle because advice arrives on different calendars, leaving you as the default integrator.

This guide shows how to shift from patchwork advice to a coordinated system. One calendar, one cadence, fewer surprises.

• Coordination Framework — Advisors working in sequence, not in silos
• Compensation Stack — RSUs, PSUs, DSUs, and options mapped with tax timing
• Liquidity Playbook — CRA instalments and reserves planned ahead of windows
• Diversification Glidepath — Reducing concentration risk without losing upside
• Family Continuity — Spouses and documents ready before a crisis forces it