## **TAILORED Onboarding**

Trayecto’s calculation logic manages the complexity of equity compensation, liquidity events, and life events, supported by dynamic tax projections with an integrated UX that aligns with how people experience money.

We have a limited number of onboarding spots each month, use the following link to express interest in reserving your seat and schedule a demo to learn more.

[JOIN THE MOVEMENT](https://www.trayecto.io/software#waitlist-form)

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#### **Build a multi-year strategy and iterate with clients as life unfolds**

- Plan for employment changes, sabbaticals, self-employment income, and equity compensation strategies.

- Track and model RSUs, ISOs, and NSOs, including lot-level sales for precise tax optimization.

- Identify tax under-withholding at the federal and state levels, track estimated payments, and help clients avoid surprise tax bills.

- Provide insights on AMT for ISOs, capital loss carryover, Safe Harbor rules, itemized deductions, and charitable giving.

### Pricing

#### **Transparent pricing**

_Future subscription tiers are on the way, offering enhanced modeling tools and exclusive features._

##### $250

One-Time Onboarding Fee

Unlock access to Trayecto’s software and a rich Knowledge Center featuring 30,000+ words of practical content, case studies, and tutorials.

##### $125/Month

Monthly Subscription

Our Starter Plan is affordable and designed to grow with you—covering your first 10 households at a discounted rate. Add additional households for $20/month each.

### JOIN THE  MOVEMENT

##### Empowerment

Access to case studies, resources, tutorials, workflow support, and our catalog of masters-level content for professionals to do their best work.

###### Community

Collaborate and learn with forward thinking professionals who are passionate about doing world class work for their clients.

###### Software

Streamline equity comp analysis and model major life decisions like option exercise, job changes, and liquidity events with dynamic tax projections that identify tax under withholding at each iteration.