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Melissa L

CFP®

Remote

Cairn Financial Planning

A cairn in nature serves as assurance that the observer is on the right path. We will be the cairn for our clients by offering guidance, reassurance, and direction down a path to financial success. Since 2012, Melissa has worked with individuals and families from all walks of life and her focus has been helping young professionals and families to be more financially intentional so they can live the life they want. Built to educate and empower individuals over their finances, Cairn FP also encourages individuals to put experiences ahead of things and to reimagine the "9 to 5, work until you’re 65" concept. Life is short and some things should not have to wait until retirement. Hence, Melissa's move from Seattle to Bologna, Italy in 2024 with her husband and dog. As a fiduciary to clients, we offer an advice-only model (no asset management). We believe in equipping individuals with the knowledge and tools to make informed decisions, fostering a sense of financial independence and confidence. To learn more about Melissa and the financial planning process at Cairn FP, head to the website where you can also book a free intro meeting.

Equity Recipients (RS/RSU, SOP, ESPP) Cross-border & expatriate issues Childfree Gen Y/Millennials (Born 1980-1995)
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