Most advisors start with your investment portfolio. An equity compensation specialist starts with the documents that govern your awards, such as the stock plan, grant agreements and deal terms. Those decide what you'll receive, when, and how it's taxed.

Before, when possible. Decisions about exercising, withholding and timing often have to be made before an acquisition closes or a lockup ends, and some can't be undone afterward.

Yes. Paceline is based in Boston and works with clients nationwide on a remote basis.

Paceline is a fee-only fiduciary. The fee is a percentage of the assets Paceline manages for you at Schwab. We don't accept sales commissions.

Answer pending from Jeremy.

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