Resources
Resources
This section is for readers who want to think through the details themselves. It includes technical guides, checklists, recommended reading, and a short list of outside references Pathfinder considers worth keeping on hand.
Some of these pages are detailed by design. They are meant to help you ask better questions and avoid avoidable mistakes, not to replace advice that depends on your specific facts.
Resources
Executor Checklist
A practical executor checklist organized by phase so you can work through urgent items first and print the page when needed.
Resources
Evaluating Startup ISOs
Understand how startup ISOs really work, why they may be worth less than you think, and what questions to ask before and after accepting them.
Resources
Taxation of RSUs, ISOs & NSOs
A clear comparison of how Restricted Stock Units, Incentive Stock Options, and Non-Qualified Stock Options are taxed at each stage.
Resources
Identifying a Worthy Planner
Use three tests when evaluating a planner: trustworthiness, competence, and fit.
Resources
Books
Recommended books on behavior, investing, and the human side of money.
Resources
External Links
A short curated list of outside references for self-directed research and practical planning.