Resource Design, Inc. is a financial planning and investment advisory firm based in Fort Collins, Colorado. It focuses on helping mid-career families whose compensation includes restricted stock units (RSUs), incentive stock options (ISOs), or nonqualified stock options (NQSOs). The firm’s services include equity compensation planning and investment management, with financial guidance tailored to the decisions families face as their careers and circumstances change.

Resource Design helps clients consider when they may be able to stop working or change careers, whether they can buy a home, and how they might spend more time with their children while keeping taxes in check. Its approach is designed for families who are growing, taking a career break, or navigating a transition, and aims to connect financial choices with their personal priorities. Prospective clients can book a 15-minute introductory call to discuss their financial situation and what they hope to gain from a planning relationship.