FINANCIAL PLANNING

The blueprint for how to best use your financial resources to build the life you want.

If you’re like most people, you want to use your time to focus on your family and your career rather than managing your increasingly complex personal financial situation. At Cordant, it’s the people and dreams behind the figures that matter the most. Your financial plan is your financial decision-making tool that helps you make decisions about your money in order to achieve your specific goals in life. Put simply, it’s the blueprint for how to best use your financial resources to build the life you want.

Getting answers to your questions

“When can I retire?”
“How much should I be saving?”
“How are we going to pay for college, and can I afford a vacation home?”

By having a comprehensive picture of your current financial situation, a detailed plan and cash flow modeling, you can get answers to your most pressing financial questions.

To get there, we’ll:

  • Learn as much as we can about you and your goals so that we can advise you the most meaningful way.
  • Create a comprehensive balance sheet of your current financial situation and develop a detailed cash flow model of current and future spending.
  • Develop and present recommendations to move towards your financial goals then stress test this plan for various scenarios.
  • Work with you to coordinate and execute on the recommendations.

Changing with you

Your financial plan is a living, breathing document. And because life is always changing, so will your financial plan. That’s why we’re with you all the way working to stay on top of changing tax laws, other financial rule changes, and the latest planning techniques. So you always have the plan in place needed to help achieve your goals.

Financial Clarity

With so much information coming at us each day, part of financial stress is caused by not being clear on what you are actually trying to achieve. While the financial media and even other advisors like to spend time focusing on what to buy and sell today, these tactics miss the big picture strategy that comes with financial clarity. With financial clarity you’ll have increased peace of mind to live your best life, even during tough times.

What does financial clarity mean in your day-to-day life?

  • It’s knowing you have a solid financial plan in place.
  • It’s not wondering what you’re missing, but having the confidence that you’re on track to reach your goals.
  • It’s about being confident that if something happens to you, your family will be taken care of.

Getting clear on where you are headed

Financial clarity cannot exist without knowing where you want to be. That’s why we’ve built a process that helps you define your personal version of success.  In our process, you’ll create your personal definition of financial success then clearly identify your living and estate objectives. Together, we’ll develop a prioritized list and timeline of the financial areas that need to be addressed in the future.

Our step-by-step process

Decisions are much easier to make when there is clarity. That’s why we follow a step-by-step process:

  • Step 1: Define your goals.
  • Step 2: Maximize your resources and use them effectively to achieve your financial objectives.
  • Step 3: Determine your risk profile and be comfortable to live with the volatility of the markets and the risk of loss.

Remember, an investment strategy won’t deliver financial clarity unless it is designed specifically to achieve your financial goals and built with your risk profile in mind.

CONTACT US

We'll work closely with you to provide custom financial guidance, help optimize your resources for today and position you for sustained future success, so you can live your best life.
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