This infographic can be used to promote professional equity compensation guidance to clients and prospects that receive company stock and options. These five concepts are included in the client deliverables.  They have proven to be very effective at engaging stock plan recipients and helping them to make timely, informed and profitable decisions. These concepts are not illustrated on stock plan participant portals or using general financial planning tools.

Click here for a printable PDF version of this document or click on the image for a larger version. If you would like an brandable version of this graphic contact Bill Dillhoefer at

5 Things You Should Know About Your Employer Stock & Options


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  1. We recommend this quick-reference from to help you get started: “5 Things You Should Know About Your Employee Stock Options.”

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