Stock Options 101
Stock options sound exciting… but do you know how they actually fit into your financial future?
Whether you're negotiating a new job offer, working at a startup with high growth potential, or sitting on unexercised options—this conversation is for you.
Join financial advisor Rebecca Pino and startup CFO Kim Walch for a candid, practical breakdown of:
What equity options actually are (ISOs, NSOs, RSUs—broken down simply).
How to think about equity in the context of your entire financial plan.
When to exercise, when to sell, and what to consider before doing either.
Tax traps, vesting schedules, and how to avoid costly mistakes.
What it really means to have "potential" equity on paper vs. in real life.
You’ll walk away with clarity, next steps, and a better understanding of how equity impacts your wealth-building journey—whether you’re just getting started or have $1M on paper and don’t know what to do next.
Target Audience:
Speaker Information:
Kim Walch is a strategic and hands-on Fractional CFO with 20 years of experience scaling startups, leading finance teams, and building operational infrastructure from the ground up. She's worked across SaaS, consumer, and mobile businesses — from pre-seed to post-Series B — delivering clarity, confidence, and structure through every phase of growth. With a background that spans accounting, FP&A, legal ops, HR, and investor relations, she specializes in being the steady hand that early-stage companies can rely on.
Now, as the Founder of Rio Finance, she leads a full-service finance and accounting firm purpose-built for early-stage startups. She supports founders from the earliest days with everything from monthly close and cash flow forecasting to financial modeling, board reporting, and operational strategy.
Learn more about Kim: kim@rio-finance.com
Rebecca Pino, MBA, BFA is a Licensed Financial Advisor and the founder of Money Her Way, a platform dedicated to empowering women through financial literacy and behavior-based money education. With a strong background in finance and business, she helps women build tailored financial plans that align with their goals, values, and unique money stories. Known for making complex financial concepts simple and actionable, Rebecca blends expertise in wealth management with a passion for coaching, teaching women how to confidently manage their money and fund the lives they truly want.
Learn more about Rebecca: pino@hallidayfinancial.com
More Details:
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