Financial Planning
Advice from a fiduciary, focused on you
Personalized, planning-first approach
Transparent, fixed fees
About Rain or Shine Planning
Rain or Shine Planning is dedicated to helping individuals and families achieve their financial goals. The founder of Rain or Shine Planning, Casie Dunning, is a CERTIFIED FINANCIAL PLANNER(TM) professional and Certified Public Accountant and understands the unique challenges that individuals face when it comes to managing their finances. Whether you're planning for retirement, saving for your children's education, or looking to get organized, Casie is here to guide you every step of the way. With a personalized approach, we tailor our services to meet your specific needs and goals. Based in Portland, Oregon, Rain or Shine Planning serves clients both locally and remotely. Reach out today to schedule an initial call.
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Our Services
At Rain or Shine Planning, we are dedicated to providing exceptional financial planning services tailored to your unique needs. Whether you are looking ongoing assistance or have a few questions, we are here to help. Contact us today to get started.
Ongoing
This service is for you if you are looking for a partner to help with all of your financial questions. We understand that every individual has different financial goals and circumstances. That's why we place such an emphasis on getting to know you. We start by understanding your goals, values and situation. Then, we build your financial plan together, and make recommendations that make sense for you. This comprehensive financial planning process includes follow through to ensure the recommendations are implemented. It also includes personalized asset allocation recommendations and investment management. Let us guide you towards financial success.
One-Time
Maybe you just have a question or two about your finances but you want to do most of it on your own. For the do-it-yourselfers among us, we offer a condensed, one-time package that includes 1) selecting your top 2 or 3 questions; 2) providing documents to review before our meeting; 3) meeting for 75 minutes via video call to understanding your current financial situation and answer your questions; 4) recommendations written in a prioritized list; and 5) meeting for 20-30 minutes about 3 or 4 weeks later to discuss any questions that arise related to the implementation of our recommendations. Let us help you navigate the complexities of personal finance and achieve financial security.