Financial guidance for busy professionals - Home

Personalized Financial Guidance for

BUSY Professionals

As a successful professional, you're probably juggling many competing priorities – family obligations, a demanding career, professional growth, physical and mental wellness, looking out for your parents, and so on. These activities and commitments occupy much of your available time and energy. And of course, you are keen on getting your finances in order, too. But you don't have to go it alone. You can turn to us to oversee all of the important details of your personal finance, so you can stay focused on things that matter most.

Do you ask yourself

AM I SAVING ENOUGH?

IS MY MONEY INVESTED THE RIGHT WAY?

AM I PAYING TOO MUCH IN TAXES?

WILL I OUTLIVE MY MONEY?

You are not alone. Let's make a plan.

Leave the details to us

Let us help you take care of (boring) stuff like...

Saving for comfortable retirement
Saving for your children's education
Investing in alignment with your goals, risk tolerance, and time horizon

Starting/updating your estate plan
Optimizing your company benefits
Owning the right amounts and types of insurance

Minimizing taxes
Making money last through retirement
Transferring assets to heirs efficiently in a tax-optimized way

Reach out to us. Let's make a plan.

WE ARE...

Independent.
Unbiased.
Competent.
Caring.
Responsive.

YOU ENJOY...

Clarity.
A plan for your future.
Financial wellness.
A good night's sleep.
More time for what you love.

What's not to like?

Drop us a line

info@cultivant.com

206.486.8700 ext. 703

We deliver personalized financial guidance to busy professionals.