Accenture’s Executive compensation model is challenging, so you’ll need an expert to help guide you through the opportunities and requirements. Here’s why Adventure Wealth Advisors can help you:
1. Are you a fiduciary?
Adventure Wealth Advisors, LLC is a registered investment advisor, which also means it is a fiduciary. We take this very seriously as we always put your interests first.
2. How do you get paid?
We offer two different service models that align with Accenture Execs’ needs. We are a fee-only advisor, meaning we don’t make any commissions on selling products.
Financial planning is offered as an annual contract with monthly payments at a fixed fee. Investment management services, including financial planning, are offered as an Assets Under Management (AUM) fee.
3. How much experience do you have tax planning my situation?
Our expertise with Accenture executive compensation means we know how to plan your situation and minimize taxes.
The combination of RSUs, equity requirements, and the VEIP create challenges that many other people won’t have; we know how to handle it.
4. How much experience with planning early retirement or transition?
One of our specialties is helping clients plan early retirements and career transitions.
From the beginning, we walk through “Life Planning” exercises with you to ensure we’re aligning your money to your values.
These exercises help us think through different scenarios of your future and create a plan to reach these targets.
5. How much knowledge of compensation programs like the VEIP?
We strive to know more about Accenture compensation than anyone else. We choose to specialize with Accenture Execs so we can deliver as much value as possible.
6. Are you aware of MD equity ownership rules?
We work hard to understand Accenture’s equity ownership requirements and closely monitor for any changes.
7. How to cover cash flow shortages with an equity selling strategy?
Almost all Accenture Managing Directors experience this cash flow issue when they’re promoted. The VEIP is a great way to build equity over time, but it’s very hard on your cash flow,
We’ve created strategies to help solve the cash flow crunch while maintaining enough equity ownership and optimizing your tax situation.