Cordi Powell (CFP®, EA, MD)
Cordi Powell focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Medical Professionals
- Middle Income Client Needs
- Tax Planning
- Cash Flow/Budgets/Credit Issues
- Medical Professionals
- Middle Income Client Needs
- Tax Planning
Planning Specialties
I specialize in Holistic Financial Planning (viewing your life and finances as integrated pieces):
• Goals Clarification
• Cash Flow Management
• Tax Planning and Preparation
• Work-Life Balance
• Retirement & Investments
• Employee Benefits
• Protection Planning
Additional Information
I started Favored Financial Planning to help busy medical professionals. Once individuals understand how to integrate the pieces that comprise their financial lives reaching their goals becomes simple.
Contact me for help with clarifying your goals, and the expertise and accountability you'll need to accomplish your dreams.
NAPFA Start Date
November 05, 2018
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