Due to high demand, our advisory is at capacity. We’re accepting introductory calls only, with new client plans delivered from 10 May 2026.
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Thanks for requesting Escape the RSU Tax Trap: How to Avoid Costly Tax Shocks and Attain Work-Optional Wealth in 3 Steps! — it’s on its way to your inbox now.
(If you don’t see it in the next 10 minutes, check your spam or promotions folder.)
While you wait, here’s a quick intro…
I’m Mo Shouman - financial planner to high-income tech professionals at companies like Microsoft, Google, and Atlassian.
If you're like most of my clients, you're doing well financially - but watching 40%+ of your RSUs disappear to tax, holding way too much in company stock, and wondering if you’re actually on track for the kind of freedom you’ve worked so hard for.
That’s exactly why I created this guide - and why I offer a simple next step if you're ready for more clarity.
Book a Free 30-Min Clarity Call
In this call, we’ll:
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Identify tax saving strategies that could save you thousands
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Map out how to reduce RSU risk without losing upside
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Show you where your current wealth setup may be holding you back
It’s not a sales pitch. Just a focused, helpful conversation to see what’s possible.
Looking forward to helping you take control of your financial future - on your terms.
- Mo