Before Your Equity Becomes Wealth

Is this AI employee checklist for you?

You may find this checklist helpful if:

• You work at a high-growth AI company.
• You have stock options, RSUs or other equity compensation.
• You’re unsure what questions you should be asking.
• You want to avoid costly mistakes.
• You’d like a clearer picture of where you stand today.

That’s why we created the planning checklist for AI employees.

Download the checklist

What’s inside?

A practical planning tool to help you:

• Understand what you own
• Get organized
• Think through potential tax and liquidity considerations
• Prepare for future planning conversations

What’s next?

Many people start with a simple conversation about their equity, goals and what’s on their mind. There’s no pressure to move forward. It simply creates space for a thoughtful conversation about where you are today, what’s important to you and how your equity fits into the bigger picture.