Our team is well-versed in the decisions that Medallia employees face. This familiarity helps our clients optimize their financial lives. For instance, MFA's knowledge of Medallia's:
- Cash and equity compensation plans allows us to provide in-depth tax planning.
- Vesting schedule and dates allow us to provide detailed guidance on whether to exercise options, how much, and when. Similarly, we can provide advice on selling stock and whether to use to proceeds to pay down debt, buy real estate, make investments, and so on.
- Employee benefit program details are embedded directly into our clients' financial plans.
- Retirement plan influences the investment recommendations that we provide.
This insight and expertise enables us to strategically guide your financial decisions towards the choices that offer the most room for improvement, growth, and overall life fulfillment.
Our Advantage. Your Benefit.
We look at more than one scenario for your future, because we understand that your goals and circumstances can change.
MFA is an independent firm and we have a fiduciary duty to put our clients' interests ahead of our own.
Our team can adapt to your needs and working style, including directly collaborating with your tax, legal and investment advisors.
Equity Compensation Planning
Our time spent working with Medallia employees has taught us a lot about some of the most effective ways to take advantage of your career.
You’ll gain a better understanding of your equity compensation and the benefits it could bring.
The value of your equity compensation, as well as the potential value it could deliver in the future.
A strategic road map to minimize taxes and achieve both short- and long-term financial goals.
The optimal steps for you to make the most of your equity today and moving forward.