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What’s included

One engagement. Everything that touches your money.

Your RSUs do not live in a separate universe from your taxes, mortgage, portfolio, or family. The plan connects them.

Cairn PlanningBoulder · Nationwide

An open financial planning workbook — Field image / What’s included40.0150° N · 105.2705° W

Six connected planning areas

06planning chapters
one working brief

The entire financial picture, in working order.

Each planning area connects to the others and ends with a practical output.

Active chapter · 01

Equity compensation

A tax-aware strategy for RSUs, stock options, and ESPP—so vesting dates become planned decisions, not recurring surprises.

01 / The decision

How much should we sell at vest—and what belongs in the tax reserve?

02 / What you leave with

A vest-by-vest sell / hold policy and a tax reserve target.

Plain boundaries

What I do—and what I bring in.

Comprehensive does not mean pretending one person should do every specialized job.

Inside the engagement

Advice and scenario modeling
Tax projections and planning
Investment recommendations
Implementation checklists
Professional coordination

Specialists I coordinate with

Tax-return preparation
Legal document drafting
Insurance underwriting
Mortgage and credit products
Business valuation

See the flat fee How the process works

Planning and investments

Your portfolio is part of the plan. It is not the price of admission.

Investment advice stays connected to your full plan. You can keep assets at your preferred custodian, with no portfolio minimum or required transfer.

Ready when you are

Want to see how these pieces fit your life?

30 minutesVirtualNo obligation

The first call is free, relaxed, and useful—even if we decide Cairn is not the right fit.

Book a free intro call