THE 5-STEP PROCESS + EXECUTIVE CONSULTING SERVICE
As you climb the corporate ladder, the compensation system becomes more complex and full of different programs such as Deferred Compensation Plans, Pensions, Stock Options, Restricted Share Grants, SERPs and more. Each of these plans comes with its own set of complex rules and restrictions. At Woodgate, we can help you make sense of it all. We will analyze your compensation package, put it all in simple terms, make recommendations on the options you may have, and incorporate it all into your financial plan.
Job Offer Consulting
Successful executives are often headhunted and sought out by competitors. While a new offer may be attractive and come with immediate bonuses, leaving your current employer typically means losing many, often substantial, deferred benefits. We can help you compare what you will be giving up to what you are receiving in exchange so that you can make a fully informed decision.
COMPANY STOCK RISK MANAGEMENT*
Many executive compensation packages come with generous stock grants and options. While this can be rewarding, it can also be risky, since your income and personal savings are dependent on the welfare of one company. We can minimize some of this risk by helping you protect your holdings against declines in your company’s stock price.
Executive Top Ups
While your company may go to great lengths to compensate you, many times your group insurance carrier doesn’t keep pace. Your firm’s disability coverage may come with caps that would leave you with a significant decline in cash flow in the event of a disability. We can help assess your situation and recommend an executive top up plan that helps meet your needs.