Financial Planning for SpaceX Employees
Plan for the IPO and What It Makes Possible
Reimagine Your Goals
Avoid Costly Tax Mistakes
Open Up What’s Possible
Is Your Financial Plan Ready for the SpaceX IPO?
After years of helping build a company the world is watching, you're entering one of the biggest financial moments of your life. It's exciting, and the decisions you make now could shape your financial life for decades. You need answers to questions like:
How do I handle the tax hit when my RSUs vest or my options get exercised?
How much of my net worth should stay tied to a single company?
How do I use the lock-up and blackout windows to my advantage?
You don't have to figure this out alone. Based in Claremont, California, we work with SpaceX employees wherever they are, both in person and virtually. Our mission is to help you turn your windfall into a clear plan you can act on.
Give direction to your finances
see Your Equity Picture
Know what you have, when it vests, and what it's worth.
run the numbers
Model the tax and liquidity impact before you make decisions.
set the course
Build a strategy to help turn equity into the life you want.
How Evermont can help SpaceX Employees
Years of work have built equity worth real money. Smart planning can help turn that money into optionality, the freedom to choose what's next on your own terms. We're here to help you put that plan in place. We work with you to:
Understand what the IPO means for your goals.
Make the most of your equity compensation.
Keep your plan moving as your life changes.
Fee-Only. Fiduciary. Built for Tech Professionals.
Fee-Only & Fiduciary: Our advice is commission-free and based on your best interests.
Experienced with Equity Compensation: We understand how restricted stock units, stock options, and employee stock purchase plans work and how to plan around them.
CFP® Expertise on Your Side: Our advisory team includes CERTIFIED FINANCIAL PLANNER® professionals, bringing comprehensive knowledge to the table.
Client-First Model: Our focus is on flexibility, responsiveness, and advice that aligns with your goals.
Our Services Include:
Equity compensation planning
Tax strategies
Investment Management
retirement planning
cash flow planning
Estate Planning
Insurance review
charitable giving
The Plan
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Step 1
Schedule a 30-minute phone call to discuss your situation and goals.
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Step 2
Meet virtually or at our Claremont office to learn how we can help.
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Step 3
Sign the engagement to start building your plan for what comes next.
Are We a Match?
You need a financial advisor who understands what you're navigating. We may be a good fit if you:
Work at SpaceX and want a clear plan for the IPO and your finances.
Seek to turn complex equity compensation into actionable strategies.
Want a team of financial professionals who can think through your options with you.
Take the First Step—Schedule a Call!
The SpaceX IPO is your moment. Let's build a plan to help make the most of it.