The 30 Best Comprehensive estate planning services in Plymouth Meeting, Pennsylvania

29 results found

Michael Rama is a Financial Advisor at Ameriprise Financial Services, LLC, located at 5 East Germantown Pike in Plymouth Meeting, Pennsylvania. He holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and more. Michael Rama is dedicated to providing comprehensive financial advice and services to individuals and businesses, with a focus on meeting the unique needs of each client.

Melissa Motz - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1000 Germantown Pike, Plymouth Meeting, Pennsylvania, United States. Melissa Motz holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, and investment strategies. Melissa Motz is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and continuing education, Melissa Motz ensures that her clients receive expert advice and guidance for their financial goals. Contact Melissa Motz at Ameriprise Financial Services, LLC for personalized financial planning services tailored to your unique needs.

Robert J Cleary is a financial advisor at Ameriprise Financial Services, LLC located at 1000 Germantown Pike, Plymouth Meeting, Pennsylvania, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications showcase his expertise in various areas of finance including asset management, estate planning, retirement planning, investment management, and more. Robert J Cleary is dedicated to providing comprehensive financial planning services to his clients, ensuring they receive expert advice tailored to their individual needs.

Alan Good is a Financial Advisor at Ameriprise Financial Services, LLC located at 1000 Germantown Pike in Plymouth Meeting, Pennsylvania, United States. He holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment management, and more. Alan Good is committed to providing comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. He is dedicated to upholding a high standard of ethics and professionalism in his practice.

Christen Martin, Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1000 Germantown Pike in Plymouth Meeting, Pennsylvania, offers a wide range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Christen Martin is equipped to assist individuals with asset management, retirement planning, estate planning, investment strategies, and insurance products. Specializing in areas such as wealth transfers, federal taxation, and financial planning for domestic partners, Christen Martin is dedicated to providing comprehensive and personalized financial advice. Whether you are a retiree, small business owner, high net worth client, or individual in need of specialized financial planning, Christen Martin has the knowledge and experience to guide you towards your financial goals. Contact Christen Martin today for expert financial advice and assistance.

Ursula Johnson is a financial advisor at Ameriprise Financial Services, LLC located at 1000 Germantown Pike, Plymouth Meeting, Pennsylvania, United States. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. Ursula specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. She is dedicated to upholding the highest ethical standards and continually expanding her knowledge to better serve her clients' needs. Contact Ursula Johnson today for expert financial advice tailored to your specific goals and circumstances."

Eric Kelman is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2070 Butler Pike, Plymouth Meeting, Pennsylvania, United States. Eric holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and insurance products. Eric is dedicated to providing expert financial advice and assistance to individuals, retirees, small business owners, and high net worth clients. Contact Eric Kelman for comprehensive and personalized financial planning services.

Massimo Magliari - Private Wealth Advisor, Ameriprise Financial Services, LLC, is a finance institution located at 2070 Butler Pike, Plymouth Meeting, Pennsylvania, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to meet the diverse needs of their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, the advisors at Massimo Magliari have the expertise to assist with various financial goals. Additionally, certifications such as the AEP®, AIF®, and AWMA℠ showcase their commitment to ethical practices and comprehensive knowledge in areas such as estate planning, fiduciary practices, and asset management. With a focus on education and specialization, Massimo Magliari ensures that their advisors are equipped to provide tailored financial solutions to individuals and businesses alike.

Patrick T Wayman is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5 East Germantown Pike in Plymouth Meeting, Pennsylvania, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and financial planning for various individuals and businesses. Patrick is dedicated to providing comprehensive and ethical financial advice to his clients, helping them achieve their financial goals and secure their future.

Martin & Associates - Ameriprise Financial Services, LLC is a finance institution located at 1000 Germantown Pike, Plymouth Meeting, Pennsylvania, United States. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides complimentary initial consultations to discuss retirement, education, major purchases, and other financial planning needs. Ameriprise financial advisors are registered in certain U.S. states and cannot guarantee future financial results. Clients can expect regular meetings to review and update their financial plans as life changes. The institution emphasizes privacy and security, and clients can access important disclosures and regulations on their website. Whether clients are looking to extend their bull market rally or plan for the future, Martin & Associates - Ameriprise Financial Services, LLC is ready to help.

Marva Hardnett is a Financial Advisor at Ameriprise Financial Services, LLC located at 600 West Germantown Pike, Plymouth Meeting, Pennsylvania, United States. Marva holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. Marva specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. With a strong focus on ethics and expertise in asset management, estate planning, investment strategies, and retirement planning, Marva is dedicated to helping clients achieve their financial goals.

Ashford Wealth Advisors - Ameriprise Financial Services, LLC, located at 5 East Germantown Pike in Plymouth Meeting, Pennsylvania, is a finance institution dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, education, or a major purchase, our team provides personalized investment and portfolio recommendations based on your individual goals and risk tolerance. We offer regular meetings to review and analyze your progress, update your approach as needed, and track your progress towards your goals. With secure online access, you can easily monitor your investments and accounts from any device. If you have questions or would like to schedule a complimentary initial consultation, please contact us. Our team is committed to providing comprehensive financial planning services to help you secure a successful financial future.

Alan Barlow is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 2250 Hickory Road in Plymouth Meeting, Pennsylvania, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Alan Barlow is dedicated to providing expert financial advice tailored to the needs of individuals, retirees, small business owners, and high net worth clients. From asset management to estate planning, retirement planning to investment strategies, Alan Barlow offers comprehensive services to help clients achieve their financial goals. Whether you are looking for advice on fixed-rate and variable annuities, retirement planning for seniors, or assistance with divorce financial analysis, Alan Barlow has the expertise and commitment to guide you through the complexities of financial planning. Contact Alan Barlow today to begin your journey towards financial security and success.

Daniel Samarin is a Financial Advisor at Ameriprise Financial Services, LLC located at 1000 Germantown Pike in Plymouth Meeting, Pennsylvania, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, securities analysis, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. Daniel Samarin is committed to providing comprehensive and personalized financial advice to his clients, with a focus on meeting their individual needs and goals.

Glenn Palmitessa is a Financial Advisor at Ameriprise Financial Services, LLC located at 2250 Hickory Road in Plymouth Meeting, Pennsylvania, United States. Glenn holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Glenn is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With expertise in asset management, estate planning, investment strategies, and retirement planning, Glenn is committed to helping clients achieve their financial goals and secure their financial future. Contact Glenn Palmitessa today for personalized financial advice and expert guidance."

Kimberly St Pierre - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1000 Germantown Pike, Plymouth Meeting, Pennsylvania, United States. Kimberly St Pierre holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in wealth management, estate planning, investment fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, and exit planning. With a focus on providing comprehensive and personalized financial planning services, Kimberly St Pierre is dedicated to helping clients achieve their financial goals and aspirations.

Justin Creighton is a Financial Advisor at Ameriprise Financial Services, LLC located at 2250 Hickory Road, Plymouth Meeting, Pennsylvania, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Justin is dedicated to providing comprehensive financial services to individuals, retirees, small business owners, and high net worth clients.

Steven Weisz is a Financial Advisor at Ameriprise Financial Services, LLC located at 5 East Germantown Pike in Plymouth Meeting, Pennsylvania, United States. Steven holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Steven's expertise in asset management, estate planning, retirement planning, investment management, and financial planning for various client needs including retirees, small business owners, high net worth individuals, and those with special needs. With a commitment to ethics and continued education, Steven is dedicated to providing comprehensive and personalized financial advice to his clients.

Robert Van Leer is a Financial Advisor at Ameriprise Financial Services, LLC located at 2250 Hickory Road, Plymouth Meeting, Pennsylvania, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment management, and various financial planning areas. Robert is dedicated to providing comprehensive and personalized financial advice to his clients, including retirees, small business owners, and high net worth individuals.

Travis O'Connor is a financial advisor at Ameriprise Financial Services, LLC located at 2070 Butler Pike in Plymouth Meeting, Pennsylvania, United States. Travis specializes in helping clients achieve their financial goals through personalized strategies and expert advice. With a focus on areas such as retirement planning, investment management, and estate planning, Travis offers a comprehensive approach to financial planning. Clients can review Travis's background, credentials, and experience to ensure they align with their needs. To connect with Travis and schedule a complimentary initial consultation, simply fill out the "Request consultation" form on the website. Take the first step towards a secure financial future with Travis O'Connor and Ameriprise Financial Services, LLC.

Jeffrey Smith is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1000 Germantown Pike in Plymouth Meeting, Pennsylvania, United States. Jeffrey holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jeffrey's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Jeffrey is dedicated to providing comprehensive financial services to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial planning, including military personnel and families with special needs. With a commitment to ethical standards and continuing education, Jeffrey Smith is a trusted advisor in the field of finance.

William Giles Bishop is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1000 Germantown Pike in Plymouth Meeting, Pennsylvania, United States. William holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate William's expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a Certified Military Financial Advisor®, William is also trained to serve veterans and active duty personnel. With a focus on providing comprehensive financial planning services, William Giles Bishop is dedicated to helping clients achieve their financial goals and secure their financial future.

Ivelis Valles is a Financial Advisor at Ameriprise Financial Services, LLC located at 1000 Germantown Pike in Plymouth Meeting, Pennsylvania, United States. Ivelis Valles holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Ivelis Valles is committed to providing comprehensive financial services to individuals and businesses.

Ari Marc Frazer is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5 East Germantown Pike, Plymouth Meeting, Pennsylvania, United States. Ari Marc Frazer holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, retirement planning, estate planning, and investment strategies. Additionally, Ari Marc Frazer offers specialized services for domestic partnerships, seniors, divorce financial analysis, estate planning, and exit planning. With a commitment to ethical standards and continuing education, Ari Marc Frazer provides comprehensive financial planning services to individuals and businesses.

The Law Office of Mark W. Voigt is a reputable legal institution located at 600 West Germantown Pike in Plymouth Meeting, Pennsylvania, United States. With a strong focus on providing expert legal services in various areas of law, including personal injury, criminal defense, and family law, Mark W. Voigt and his team are dedicated to representing their clients with integrity and professionalism. With years of experience and a commitment to achieving the best possible outcomes for their clients, the Law Office of Mark W. Voigt is a trusted choice for those in need of legal assistance in the Plymouth Meeting area.

Dolchin Law Firm, LLC is a legal institution located at 600 West Germantown Pike in Plymouth Meeting, Pennsylvania, United States. Specializing in business law, civil litigation, personal injury cases, and estate services, we work closely with clients to ensure their legal needs are met. From starting and operating a business to closing it down, we help navigate potential legal issues. Our experienced team is skilled at handling complex civil litigation cases arising from business disputes. In cases of personal injury, such as slip and falls, car accidents, or medical malpractice, we fight for our clients' rights to secure the compensation they deserve. Additionally, we provide comprehensive estate services, including will and trust formation and estate litigation, to protect your family's future. Visit us at Suite 400 in Plymouth Meeting for expert legal assistance.

Eugene A. Camposano, Attorney at Law, located at 1250 Germantown Pike in Plymouth Meeting, Pennsylvania, is dedicated to providing effective debt relief solutions for individuals experiencing financial crises. Whether you are struggling to keep up with credit card payments or facing foreclosure, our team is here to help you achieve a fresh financial start. We offer free case evaluations to discuss your options, including Chapter 7, Chapter 11, or Chapter 13 bankruptcy filing. Our experienced attorneys can assist with wage garnishment, repossessions, tax liens, and other debt collection attempts. Client testimonials praise our seamless and compassionate service. Contact us today to begin resolving your debt issues and rebuilding your financial future. Please note that the information on this website is for general purposes only and does not constitute legal advice or an attorney-client relationship.

Located at 600 West Germantown Pike in Plymouth Meeting, Pennsylvania, Buckingham Strategic Wealth is a finance institution that specializes in providing personalized financial planning services. The Philadelphia team at Buckingham Strategic Wealth understands that each client's financial journey is unique, and they work to develop tailored solutions to help clients achieve their specific goals. As fiduciary financial advisors, the team prioritizes their clients' best interests when making financial decisions. With extensive experience in the Philadelphia area, the team at Buckingham Strategic Wealth focuses on goals-based financial planning, helping clients identify their short-term, intermediate, and long-term financial goals. By utilizing the resources available at Buckingham, the advisors ensure that the services provided are customized to meet each client's needs and preferences.

Carl Nadwodny at Buckingham Strategic Wealth is a finance institution located at 600 West Germantown Pike in Plymouth Meeting, Pennsylvania, United States. The Philadelphia team at Buckingham Strategic Wealth understands that financial success is a lifelong journey and that each client's financial plan is unique to their individual situation. As fiduciary financial advisors, the team takes pride in helping clients make financial decisions with their best interests in mind. They offer goals-based financial planning to assist clients in identifying their short, intermediate, and long-term goals. With extensive experience in the Philadelphia area, the team provides tailored services to meet the needs and preferences of each client. To learn more about becoming a Buckingham client and the personalized experience they offer, you can download their "Experience Is Everything" brochure. In addition, the team provides insights on how elections can impact policies and legislation, as well as information on maximizing the benefits of restricted stock units (RSUs) and aligning your financial plan with your values.