What Will Your Equity Compensation Become?
Tax-Smart Equity Compensation Planning for Purpose-Driven Tech Professionals
Personalized strategies to turn your salary, stock options, & RSUs into living your best life.
TRUSTED BY EMPLOYEES AT
WE WOULD LIKE TO SUPPORT OUR FAVORITE CHARITIES
SHOULD I EXERCISE MY STOCK OPTIONS?
WE’VE REACHED “THE NEXT LEVEL” & WANT TO BE SMART ABOUT OUR DECISIONS
HELP, I DON’T WANT ANY TAX SURPRISES!
MY COMPANY IS DOING A TENDER OFFER. WHAT SHOULD I DO?
Why Java Wealth?
Independent
I am not bound by particular solutions
Fiduciary
I am bound to always act in your best interest
Flat Fee
Reduces conflicts of interest. No hidden fees. It’s all right here
CFP® Professional
The standard of excellence for financial planners
Named to Investopedia’s 100 Top Financial Advisors
The Investopedia 100 recognizes financial advisors who demonstrate an industry-leading ability to reach large and diverse audiences, and use their influence to foster financial education in the communities that need it most.
RSU Analyzer
This Google Sheet allows you to quickly plug in your basic restricted stock unit (RSU) info & generates visuals that help you understand the true value of your RSUs!
Timing & Tax Breakdown of Your RSU Income This Year
Estimated Tax Shortfall by Quarter (and the IRS quarters are weird!)
Your Projected Future Annual RSU Income
Meet Mike Zung, CFP®
I come from the world of Information Technology, and I also love to nerd out on personal finance. Read more about my story of how I came to pursue my passion by starting Java Wealth Planning.
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NEWSLETTER - THE POUR OVER
Money, tech, life. I'll keep it interesting. Because if I don't, then I'm not going to want to keep writing it just as much as you wouldn't want to read it. So it's a win-win.