Diana
Fortune 500 General Counsel
Deferred Comp & Executive Benefits
Their World
Diana is General Counsel at a Fortune 500 technology company. Her compensation package is substantial but complex: base salary, annual bonus, RSUs, stock options, and a non-qualified deferred compensation plan. Every fall she faces deferral elections with permanent consequences. She understands contracts better than anyone, but the financial implications of her own compensation decisions keep her guessing.
The Complexity
Diana's deferred comp elections are irrevocable once made. She needs to model the optimal deferral percentage against her projected cash flow needs, tax rates, and investment returns across different time horizons. Her equity grants layer on top: RSUs with performance conditions, stock options with varying strike prices, and a growing concentrated position. A potential acquisition could trigger change-of-control provisions across all her agreements simultaneously.
The Tesseract Way
Your Personal CFO models every deferral scenario before election deadlines, accounting for projected income, tax law changes, and distribution timing. We build a comprehensive equity management plan that coordinates option exercises with RSU vests and manages concentration risk. Diana makes deferral elections with confidence because she's seen every outcome modeled.
Your Dashboard View
A glimpse of what Diana's Personal CFO dashboard looks like.
Tesseract Dashboard
Diana
Total Net Worth
$18,000,000
Projected Annual Tax Savings
$425,000
Through optimized strategy
Action Items
- 1Model deferred comp election scenarios for 2027
- 2Review RSU vesting schedule and tax withholding
- 3Evaluate stock option exercise strategy
Upcoming Deadlines
Deferral Election Deadline
Nov 15, 2026
Option Expiration
Mar 1, 2027
This Could Be Your View
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