• Purposeful Financial Planning

    Are you motivated to go to work because you have bills to pay? OR Are you inspired by your work? Planning with a purpose leads to inspirational work and living with passion. You have a choice!

    Purposeful Financial Planning
  • Objective Viewpoint

    You’ve heard the saying, “Sometimes you can’t see the forest for the trees.” Having a fresh set of objective eyes review your finances can be just what you need to move to the next level. Get started right where you are; we will grow from there.

    Objective Viewpoint
  • Help with Filing Back Tax Returns

    You are professional and efficient; you had to be to get to where you are in your career. But now you ask, “How did I get on the IRS’s radar?”. You just want to stop the IRS from contacting you and move forward. We can help with that!

    Help with Filing Back Tax Returns

Financial Planning

Your financial plan with Favored includes goal setting, investment analysis and strategy, budgeting, an objective insurance review, estate planning, and guidance with employee benefits.  No thick financial plan with graphs and lots of technical jargon. Rather, a custom, adjusting document that we work our way through in a series of meetings each year.

Taxes Included

Tax planning and tax preparation are included in your comprehensive financial plan.  While often overlooked, robust tax planning is one of the most valuable pieces of a complete financial plan.  If that is not enough encouragement to reach out, know that your plan also includes tax representation and resolution should you receive a letter from the IRS.  You don’t deal with the IRS, we do!

Get Started

Financial Planner

Schedule a Getting to Know You meeting that allows us to discuss how Favored Financial Planning can help you achieve your financial goals.

Click here to schedule your Getting to Know You meeting with Cordi.

The Peace of Mind Review Engagement

The Peace of Mind Review is a short term engagement with Favored that provides powerful insight into your current financial position.Learn more.

The Standard Financial Planning Engagement

The Standard Financial Planning and Investment Management engagement is a deep dive into your finances through comprehensive financial planning. Learn more.

Crypto Planning and Taxation

Crypto’s increased popularity has led to more questions for participants. If you now wish you had done better planning with crypto, now is the time to start! Learn more.