What’s included
Your RSUs do not live in a separate universe from your taxes, mortgage, portfolio, or family. The plan connects them.
Six connected planning areas
Each planning area connects to the others and ends with a practical output.
Active chapter · 01
A tax-aware strategy for RSUs, stock options, and ESPP—so vesting dates become planned decisions, not recurring surprises.
How much should we sell at vest—and what belongs in the tax reserve?
A vest-by-vest sell / hold policy and a tax reserve target.
Plain boundaries
Comprehensive does not mean pretending one person should do every specialized job.
Your portfolio is part of the plan. It is not the price of admission.
Planning and investments
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
The first call is free, relaxed, and useful—even if we decide Cairn is not the right fit.
Book a free intro call