Core Financial Concepts LLC

San Francisco, CA

info@corefinancialconcepts.com

Core Financial Concepts, LLC does not provide financial, legal, or tax advice.

© Core Financial Concepts LLC. All rights reserved.  |  Web Design by Citisonship Design

WHAT THEY DIDN'T TEACH YOU IN HIGH SCHOOL OR COLLEGE

All courses have the same content as our corporate workshops.

Each takes less than an hour and costs less than $25...

Be Your Own CFO

  • THE formula for managing your finances like a CFO manages their company’s​

  • Your 3 S’s: Spending, Servicing Debt, Saving & Investing

  • Impactful spending tactics and effective debt strategies

  • Building and using a Financial Dashboard

Investing Boot Camp

  • Your 2 Saving & Investing priorities

  • Stocks & bonds, mutual funds & ETFs, 401ks & IRAs, traditional & Roth

  • The 3 key investing principles: Asset Allocation, Diversification, and Asset Location

  • 5 steps to designing and managing your own Investment Plan

Employee Stock Options

  • Attributes of employee stock options, both ISOs and NSOs

  • Follow an employee and their options from Grant to IPO

  • Income tax considerations and consequences

  • 3 factors to consider when thinking about your employee stock options

Restricted Stock Units

  • Attributes of restricted stock units (RSUs)

  • Follow an employee and their RSUs from grant to vest to sale of shares

  • Income tax considerations and consequences​​

​​

  • Selling shares at vest vs holding shares after vest

We'll Be Adding More Financial Education Courses Soon!