Your Complex Life Deserves Clear Financial Guidance

Helping high achieving professionals navigate career negotiations and equity compensation with ease

BE PAID WHAT
YOU’RE WORTH

MAXIMIZE YOUR
INCENTIVES

NEGOTIATE
WITH CONFIDENCE

Lacking clarity on big career decisions?

Do you have a new job offer and wonder if it makes sense financially? Are you trying to figure out complicated employee benefit, stock option, or equity compensation plans? All this is stressful on top of other important priorities, such as saving for kids’ college, taking care of aging parents, and saving for retirement. We want you to feel confident in your future while living the lifestyle you want now.

Prioritas Financial Professional Woman at Work

Get answers to your most pressing questions and a plan you feel great about

What are the benefits and risks of long term incentive plans (LTIPs)?
How can LTIPs directly impact my financial future?
How can I improve my financial decision-making skills?

Employee stock participation programs

Deferred compensation

Pension benefit decisions

Restricted stock & performance shares

Non-qualified stock options

Incentive stock options

Michelle Kaufman, CFA, CPWA®

Principal

Sara DiRuscio, CFP®

Paraplanner

We know that high achieving women and couples have unique challenges and ambitious goals. You’re juggling a lot of responsibilities and your time is limited – that’s why it’s so important to prioritize and focus on what you do best.

With nearly 15 years of experience in finance, we guide our clients through the maze of financial choices, enabling them to feel more confident and optimistic about the future.

Why work with Prioritas?

Your financial life is more complicated than just a group of stocks. Together we’ll look at the complete picture in order to make smart decisions that can maximize your hard earned money and minimize your tax bill over time.

Our approach is about commitment – we focus on building relationships, and unlike big firms we’ll never treat you like just a number. We’re committed to supporting you for the long term.

Career moves can involve layers of financial complexity, and we want you to have absolute clarity on your options. Equity compensation can be especially tricky to navigate, and you deserve to have all the information needed to make the right decisions.

As an independent fiduciary advisor, we’re here to listen, understand your unique situation, and guide you to make the most informed decisions possible. Schedule a call today to get started.

Have a complete picture of your finances

Understand the implications of equity compensation

Make smart career moves and decisions

Send your kids through college without worry

Feel well prepared for the future

Have a solid financial plan before partnering again post divorce or widowhood

Make Career & Life Decisions With Confidence

You deserve to reap the rewards of smart planning

SCHEDULE A CALL

Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure.

For additional information click here.