Financial Planning
New Seasons. Big Decisions. The Financial Clarity You Deserve.
Whether you're navigating a major life transition, managing an estate, or ready to take ownership of your wealth, you don't have to figure it out alone. At Rain or Shine Planning, we partner with you to turn complex financial choices into a clear, step-by-step plan—providing tax-smart guidance and a safe space to ask every question.
About Rain or Shine Planning
Living in the Pacific Northwest means being ready for any kind of weather. Financial planning works the same way—when you have a solid strategy in place, you’re prepared to navigate whatever season comes next.
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I’m Casie Dunning, founder of Rain or Shine Planning. As both a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant (CPA), I bring a uniquely comprehensive perspective to every financial decision you make. At Rain or Shine Planning, your goals drive your plan. I align your investments and tax strategy directly with what you’re trying to achieve to ensure every part of your financial life is in sync and supports the life you want to live.
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Based in Portland, Oregon, I work with individuals and families both locally and virtually across the US.
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Ready to get started? Schedule an introductory call today.
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Services
At Rain or Shine Planning, we are dedicated to providing exceptional financial planning services tailored to your unique needs. Whether you are looking for 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 want an ongoing partner for every financial question that pops up along the way. Because no two financial situations are identical, we start by getting clear on your specific goals, values, and priorities. From there, we build your plan together—aligning your tax strategy, managing your investments, and ensuring every recommendation actually gets implemented.
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Ready to get started? Let's talk.
One-Time
Perfect if you generally like managing your own finances, but have a few specific questions or a major decision you want a professional eye on.
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Targeted Focus: We tackle your top 2 to 3 priority questions together.
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Deep-Dive Meeting: A 75-minute video call to analyze your situation.
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Clear Action Plan: A written, prioritized list of recommendations.
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Built-in Follow-up: A 30-minute check-in call to review your progress and clear up any lingering questions.
​Get the clarity you need to keep moving forward on your own terms.
Get in Touch
Ready to get started?
Schedule a complimentary introductory call today
Call me at 503.662.8251