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Total Compensation Package
$220,413
+15.2% YoY
Annual value from your employer
Base Salary
$175,000
Equity
$22,906
Benefits
$14,507
Bonuses
$8,000
Your Wealth Position
$268,400
+12.5%
Total net worth across all accounts
Priority Actions
3
AI Insight
Urgent
RSUs vesting in 30 days
1,000 shares vest on March 15th. Current value: $85,000
$12,400 potential tax savings
Employer
High Priority
Benefits enrollment ends March 31st
Review your health insurance and FSA elections for 2025
Up to $3,000 in tax savings
Your Advisor
Action Needed
401(k) contribution opportunity
You're leaving $3,200 in employer match on the table
$3,200 free money
Equity Hub
Key Asset
$28,500
1,900 of 3,000 shares vested
63% vested1100 shares remaining
Next vesting date
Apr 15, 2025
250 shares • $3,800
-247 days
Consider exercising before year-end to optimize AMT
Benefits Optimization
82/100
Benefits enrolled12/15
Annual benefits value
$22,906
Top opportunities
401(k) match
+$3,200HSA contribution
+$1,800FSA election
+$600Wealth Position
+2.3% MTD
$268,400
Total net worth
Liquid assets
$45,000
Investments
$180,000
Retirement readiness78%
On track for 2045 retirement goal
Your Advisor
Sarah Chen
Senior Financial Advisor
Last contact: 3 days ago
Recent recommendations
3
Your advisor has 3 new recommendations for you to review
Next available
Tomorrow at 2:00 PM
Personalized Insights
Progress: 1 of 3 completed this week