Clarity and Confidence for Your SpaceX Equity Compensation

Babin Wealth helps you understand what you have in your equity compensation plan, make smart decisions around it, and build a long-term plan that actually supports the life you want.

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Why SpaceX Employees Come to Us

Equity is a powerful part of your compensation, but many SpaceX employees need help understanding how their RSUs, stock options, or ESPP fit into their bigger financial picture. Others come to us because they’re ready to make smarter decisions about taxes, investing, and long-term planning.

With Babin Wealth, you don’t have to guess your way through these decisions. You get clarity, structure, and a plan that’s built around your goals.

WHAT WE DO

Full Financial Planning & Ongoing Advisory

Babin Wealth offers full financial planning and ongoing advisory support. That means we help you organize your finances and build a long-term strategy that grows with your compensation.

This often includes:

Reviewing vested and unvested stock

Creating diversification strategies that reduce concentration risk

Building tax-efficient plans for vesting and exercises

Aligning savings, investing, and lifestyle goals

Adjusting your plan as compensation or life stages evolve

This isn’t one-time advice. It’s a long-term partnership to help you grow and protect your wealth.

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SpaceX-Specific Equity Guidance

Your compensation includes multiple moving parts. We help you understand each component and how it fits into your financial strategy.

Purchase Offers

SpaceX typically provides one to two windows annually for shareholders to sell company stock. These moments can meaningfully impact liquidity, taxes, and long-term planning.


We guide clients through each offer, helping determine what to sell, what to hold, and how these decisions support their broader financial goals.

Vesting schedules vary, and each vesting event creates tax consequences.

We help clients make smart decisions around:

  • Cash-flow impacts
  • Tax timing
  • Whether to hold or diversify
  • How RSUs fit into long-term wealth building

ISOs can offer significant upside but they also introduce AMT considerations, expiration dates, and timing decisions.

We help determine:

  • How many to exercise
  • When to sell
  • How ISOs fit into your total tax picture
  • Whether upcoming purchase windows should influence your strategy

NQSOs follow different tax rules and usually include a multi-year vesting period.

We help clients decide:

  • When to exercise
  • How to manage tax impact
  • How NQSOs complement RSUs, ISOs, and ESPP participation

 

SpaceX’s ESPP allows you to buy shares at a discount, a strong long-term wealth lever when used intentionally.

We help clients decide participation levels, diversification strategies, and how ESPP fits into broader financial goals.

These annual awards may include additional stock, options, or cash incentives.

We evaluate the impact of each year’s changes and integrate them into your long-term plan so your strategy evolves alongside your compensation.

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Helping You Make Smarter Equity Decisions

Most SpaceX employees share a lot of the same questions, especially as income and equity grow:

When should I exercise my stock options?

Should I sell or hold my RSUs?

How do taxes impact timing?

What’s the right balance between concentrating and diversifying?

How do I plan for long-term growth without sacrificing today?

We can walk you through these decisions with clear explanations and tailored recommendations so you can move forward with confidence.

With Babin Wealth, you don’t have to guess your way through these decisions. You get clarity, structure, and a plan that’s built around your goals.

Our Process

01

Explore Meeting

This is a short conversation to understand what you’re looking for and determine if our approach fits your needs.

02

Discovery and Planning

We’ll review your compensation, taxes, goals, and financial picture. Then we build a personalized plan designed around clarity, tax efficiency, and long-term growth.

03

Implementation

We help you put the plan into action step by step, making sure nothing is left unclear or unfinished.

04

Ongoing Partnership

Your plan evolves as your career grows. We refine strategies, update projections, and help you stay ahead of important decisions

Why Clients Choose Babin Wealth

Working with equity compensation requires more than investment expertise. It requires understanding vesting schedules, tax implications, and long-term planning all at once.

  • Clear financial guidance without jargon
  • Tax-aware strategies tailored to your compensation
  • A relationship that grows with your career

We help you connect all the parts of your financial life so nothing feels scattered.

Schedule a Call With an Advisor

You don’t need everything figured out before reaching out. A brief conversation will help us understand what you need and help you understand how we work.

Step 1: Start by introducing yourself
Step 2: How did you hear about Babin Wealth?
Step 3: Start by telling us where you’re at in your journey
Step 4: What’s your age?
Step 5: Please estimate your household income
Step 6: What are your total investable assets (excluding real estate)?

Ex: Stocks and bonds inside brokerage accounts, retirement accounts, or cash in a bank or savings account.

Thank you

Thanks for reaching out.

Our team will connect with you within 48 hours to talk through your goals and explore what resources might best support you right now. We look forward to helping you take the next step toward building your financial plan.

Step 7: Which type of meeting would you prefer for your introduction?

Our office is in Scottsdale, AZ

Thank you!

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