Your Free Financial Assessment
A 3-step process to help tech employees evaluate our services and make an informed decision about working together.
- Equity Comp Assessment
- Tax & Investment Analysis
- Personalized Action Plan
We do our best work with:
Employees with RSUs, Options, Deferred Comp & complex benefits.
Savers with $500k+ investable assets (including your company 401(k), etc.)
People who value expert help so they don’t leave money on the table.
Your Free Financial Assessment
A 3-step process showing how you can lower taxes + uncover hidden wealth-building opportunities.
Schedule 20-Minute Call
A 20-minute call will give us both a chance to make sure your situation matches our expertise.
After all, you wouldn’t see a Cardiologist if you needed foot surgery!Schedule Your Call
Like a doctor, it’s important to diagnose before we prescribe.
The next step is meeting with our team (in-person or virtually). During this 1-hour meeting, we will get crystal clear on your financial goals, needs, and concerns.
With your Financial Assessment complete, we will have another 1-hour meeting to review our findings and recommendations.
In plain English, we will explain exactly what you can do to optimize your equity comp and investments, lower taxes, and start building a plan to make work optional.
Think About It!
At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say "yes."
Still Have Questions? Keep Reading...
Yes! While many of our clients are in Portland, Seattle, or the Bay Area, we work with tech professionals across the United States.
Our firm is equipped to meet with clients and potential clients through the video conferencing software, Zoom.
Each virtual meeting is protected by a complex, unique password and we adhere to the strict security guidelines necessary to protect your privacy.
We are a commission-free (a.k.a. fee-only) financial planning firm. Our fees depend on your needs and complexity and are a transparent line item on every statement.
Some financial advisors are commission-based, which may cause fees to be hidden or create conflicts of interest. Not Cordant.
One transparent fee includes the management of all your investment accounts + ongoing financial and tax planning. Our goal is to lower your taxes, invest smarter, and create a plan that accelerates your financial progress.
Scheduling your first call with us and going through our Free Financial Assessment™ process will help you make an informed decision about working with our firm and others you may be considering.
We do our best work with people looking for a long-term relationship. Currently, our firm is not equipped to offer an hourly fee schedule or a one-time project fee option.
There are three really important things about our firm that separate us from others:
1. All specialize in working with Tech professionals, like you. We speak your language and are experts in optimizing your equity comp and benefits programs.
2. We work in a team environment and have a limited number of clients that each advisor works with to deliver massive value and personalized service.
3. We invest in industry-leading technology to simplify our clients' lives and optimize assets across their entire balance sheet.
Great question! But first, let us explain why you shouldn’t hire us.
If you’re looking for an advisor who will trade stocks to “beat the market,” you’re in the wrong place. Why? Because we only focus on what you can control. Predicting if the stock market will go up or down, or guessing what interest rates will do next, are not things you can control.
But if you’re interested in things like lowering your tax bill, investing smarter, and creating a plan to make work optional, you’re in the right place.
Step #1: Schedule Your 20-minute Phone Call
The purpose of this call is to answer your questions and ensure our expertise matches your needs.