Small steps.
Better preparation.

01 · Your next professional meeting

Make the conversation count.

1. Write the three questions you most need answered.
2. Separate facts you can document from assumptions or uncertainties.
3. Bring an index of the records your professional requested.
4. Ask what decisions need to be made, by whom, and when.
5. Close by confirming your next action and how to follow up.

Ask your attorney about legal deadlines; do not calculate them from a general checklist.

02 · Equity-compensation questions

Organize before you decide.

Gather the statements you are permitted to access. Note the issuer, award type, grant date, units reported, vesting dates, and the date of each statement. Mark anything you do not understand.

• Which professional should explain the terms and restrictions?
• What information does my attorney need about these awards?
• Which tax or liquidity questions should I take to my CPA or licensed adviser?
• What is uncertain, unvested, or unavailable as cash?

This checklist does not recommend buying, selling, holding, or exercising securities.

03 · Your career starting point

Connect your experience to what comes next.

Write down three things you have done well, two constraints the next role must accommodate, and one type of work you want to explore. Include paid work, leadership, volunteering, and relevant projects.

Then choose a small next step: research a role, update one resume section, or prepare for a conversation with someone who knows the field. A clear first action is more useful than an overwhelming list.