Growth brings both opportunity and exposure. Compensation expands into salary, bonus, and equity, but liquidity rarely keeps up. On paper, wealth looks larger. In practice, blackout windows, tax installments, and concentrated stock make it fragile.
You’re not behind. The reality is that scaling companies create complexity faster than most plans can adapt. Without a system, you end up carrying the risk yourself, spreadsheets, notes, late-night worries.
This guide shows how to install a clear, calendar-driven framework so equity, tax, and family obligations land in sequence instead of in conflict.
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