Why Choose Cordant?
Living in a world of greater financial responsibility and more noise also means having to deal with more stress. That’s where we come in. At Cordant Wealth Partners, we’re here to make life easier. We put a team of financial experts on your side to help you achieve financial clarity. We then help grow, guide and manage your wealth. So you can focus on what’s most important to you, and spend your time living your best life.
Corporate Employees
By helping you clearly define your financial objectives we can optimize your company retirement programs and benefits, and help you sort through complex financial decisions like funding college, buying a second home, or assessing a new job offer—all while making sure you’re on track for retirement.
Business Owners
You’ve worked hard to develop your idea and create a successful company. Our team will work hard to build and execute a plan that integrates the goals you have for your business, yourself and your family.
Retirees
With our retirement planning process, you’ll have the confidence to pursue the retirement you dreamed of. And with us by your side balancing the risk and return in your portfolio and mitigating your tax responsibility, we help to reduce the worry along the way.
What We Do
At Cordant, we focus on creating clarity for people to pursue their best life by eliminating financial stress. To do so, our team of experts works closely with you to understand your goals and your values and to design a purposeful financial plan that supports your personal vision of success, at every stage of life.
How Much Company Stock Should I Hold?
Chances are if you work in the technology industry, part of your compensation will include company stock. We’ve written about various forms of equity compensation before (RSU’s here and here, ESPPs here and here, Stock Options here) but today we want to address a qu...
DOES IT MAKE SENSE TO REFINANCE MY MORTGAGE? THREE CUMULATIVE FACTORS TO CONSIDER – (PART 2 OF 2)
As with most financial decisions, when it comes to refinancing a mortgage there are near-term costs and benefits and long-term costs and benefits. In Part 1, I reviewed a four-step framework as a starting point to determ...
How Does Your Company’s ESPP Stack Up?
Employee Stock Purchase Plans (ESPPs) are a valuable form of equity compensation and an attractive benefit of working for many tech companies. And this form of compensation is becoming more popular, from startups to blue-chip firms, as companies realize that the plans a...
Tale of the Tape: SEP IRA vs Solo 401(k)
For our clients that work at Intel or other tech companies, a big piece of the puzzle is helping them manage the retirement plans sponsored by their employer. For other clients, whether they’ve transitioned into self-employed consultants or run a small business wit...
The Ins and Outs of Incentive Stock Options (ISO)
Many of our clients work in the technology industry, so we're familiar with all different types of equity compensation plans. We've recently written about two popular forms of equity compensation plans: ESPP and RSUs (here and here). In this post, we are going to look...
DOES IT MAKE SENSE TO REFINANCE MY MORTGAGE? 4 QUESTIONS TO START– (PART 1 OF 2)
I know what you’re thinking: “I’m at home, I haven’t been out to eat in months, there’s no sporting event or concert on the horizon, but what I really want to do is put on my mask, meet at a title company and s...
Your Biggest Advantage in Employee Stock Purchase Plans (ESPP)
If I offered to sell you a $100 bill for $85, would you buy it? A no-brainer, right? The popular employee compensation program, known as an Employee Stock Purchase Plan (ESPP) allows you to do just this. In this ar...
Do You Have Unclaimed Property?
Nothing is more unsettling than receiving a letter from an unknown company claiming to have financial information about you that you yourself are unaware of. On the other end of spectrum, is there a better feeling than finding a $20 bill in the old pair of jeans? Believe it or not, these two scenarios ar...
Getting Back Into The Market? How To Evaluate The Decision
“When is the best time to buy a house?”
“When is the best time to have kids?”
“When is the best time to pivot your career?”
“When is the best time to get back into the market?”
I love a good timing question and my favorites are questions like these. ...
Rebalancing: Simple, Effective But Not Always Easy
In Our Bear Market Playbook, we included rebalancing as part of the game plan when markets drop. Often overlooked as obvious and boring, it's effective and, therefore, not to be neglected. Most of the time, rebalancing is a risk management strategy as stocks get sold...
