CLIENT STORIES
How we’ve helped some existing clients
Challenges
A potential move to a new town involves many changes and trade-offs. Jim wanted a less stressful job, but walking away from a large amount of unvested stock options and pursuing a new job was difficult. Likewise, Cynthia was concerned about rebuilding her real estate practice in another location.
OPES STRATEGY
By working with Opes and its iterative planning process, Jim and Cynthia were able to more fully understand the options available to them should they choose to relocate, particularly given the significant equity in their home. In addition, Opes aided in analyzing strategies to increase their diversification through potentially lowering their exposure to rental real estate, while also helping Jim choose and implement an appropriate hedging strategy for his employer stock with the additional benefit of increased cash flow. With these clear strategies in place, it gave Cynthia the peace of mind to consider rebuilding her real estate practice in a new location.