SpaceX / Keymark Financial Partnership Program

Welcome to Keymark Financial!

 

We are so excited to be working with you! To get started, we invite you to schedule a free 30 minute introductory call with us. During this call, we'll review your needs and determine together which services will be most appropriate to address your particular needs.

 

If you don't see any more appointments available, then we've hit our 200 person limit for the time being. You can email us at SpaceX@keymarkfinancial.net to be placed on our wait list. You will be contacted by one of our advisors as soon as we are ready to accept additional SpaceX clients. If you have a time-sensitive financial planning question though, please include a brief explanation in your email and we will do our very best to assist.

Welcome, and we look forward to collaborating with you!

Thank you,

Keymark Financial

Program Services

Project Based Financial Planning

You can address specific, pressing issues in your financial life with a Certified Financial Planner and/or a qualified tax professional.

Comprehensive Financial Planning

This program provides ongoing financial and tax planning with a Certified Financial Planner and qualified tax professional. Your advisor guides you through actionable steps to protect, enhance, and coordinate your wealth with your personal goals.

Tax Return

Preparation

Tax return preparation by a qualified tax professional with expertise in SpaceX stock options and employee benefits.

 
Project-Based Financial Planning
  • Tax ramifications of purchase offer participation

  • Identification of shares to sell for SpaceX purchase offers.

  • Stock Award (RSU) taxes due and estimated tax payments to avoid owing taxes at year end.

  • Incentive Stock Option (ISO) exercises and Alternative Minimum Tax Exposure (AMT).

  • Employee elections for long-term incentive awards (e.g. cash payment, Stock Awards (RSUs) with 5 year vesting, ISOs with 6 year vesting, etc).

  • Home purchase/pre-qualification for a mortgage.

  • Budgeting and cash flow management.

  • Debt paydown or consolidation strategies.

  • Estate and insurance planning needs for asset protection.

  • Tax mitigation strategies for current and future years.

You can address specific, pressing issues in your financial life with a Certified Financial Planner and/or a qualified tax professional.

  • Additional consultation time available at $200/hr. Estimated time required for project completion will be discussed and finalized during intro call with financial advisor.

  • This service focuses on specific questions/assistance requested by you with no obligation to continue services after the initial project.

  • All advice is provided from a fiduciary standpoint, meaning the professional involved is obligated to act in your best interest for all recommendations given. 

  • The scope of project recommendations is guided by your personalized need.

 

              Examples of scope include but are not limited to:

Comprehensive Financial Planning

This program provides ongoing financial and tax planning with a Certified Financial Planner and qualified tax professional. Your advisor guides you through actionable steps to protect, enhance, and coordinate your wealth with your personal goals.

                * Additional monthly fee may be required for business planning. To be negotiated in advance.

  • Access to custom financial planning software for you to access on demand.

  • Quarterly meetings with advisor and unlimited calls, texts and emails to advisor between those meetings.

  • Retainer periods exceeding 9 months are eligible to have cost of future tax returns and/or tax projections to be covered by the monthly retainer fee.

  • Holistic planning approach means advisor will review all parts of your financial life to determine most efficient path to goal execution:

 

  • Cash flow / budgeting.

  • Investments, diversification, and private stock exposure.

  • Goal planning, liquidity needs and savings options.

  • Tax exposure, mitigation strategies and tax withholding management.

  • Alternative Minimum Tax and AMT credit management.

  • Insurance needs analysis.

  • Estate planning needs.

  • Retirement planning.

  • College planning and savings vehicles.

  • Real estate purchase management.

  • Debt paydown and consolidation.

 
 
Tax Return Preparation

Tax return preparation by a qualified tax professional with expertise in SpaceX stock options and employee benefits.

  • Electronic filing to IRS and one (1) primary state of residence included.

  • Ability to opt-in to current year tax projection as part of this Service at hourly rate of $200.

  • Fees subject to change due to complexity to be negotiated in advance.

Exhibit B

Tax Preparation Menu

 

 

                                                          

 

   * Cost of preparing additional forms is based on complexity. To be negotiated in advance.

If you would like to discuss both programs, please book once through the financial planning program calendar and we will cover all information in that consultation.