FINANCIAL LIFE MANAGEMENT in alignment with people and values that matter most to you
Do you ask yourself

WILL I BE OKAY?
AM I SAVING ENOUGH?
WILL I OUTLIVE MY MONEY?
AM I PAYING TOO MUCH IN TAXES?

You are not alone. Let's make a plan.

What matters most to you?

Relationships
Values
Family
Causes...
  • Identify who/what matters most to you
  • Set goals in alignment with people and values that are most important to you 
  • Make a plan to help achieve your goals
  • Make a commitment to act on your plan
  • Implement your plan and commit to the process of ongoing planning
  • Set your plan in motion
  • Monitor your plan and keep it on track
  • Adjust your plan to changes around you
  • Give yourself a favorable chance to achieve your goals

You'll have a cohesive plan that's implemented properly and monitored regularly.

Leave the details to us

We'll help you take care of (boring) stuff like...

  • Saving for retirement
  • Saving for children's college
  • Investing in alignment with your goals
  • Minimizing tax bills
  • Making money last through retirement
  • Optimizing Social Security benefits
  • Owning the right amounts and types of insurance
  • Transferring assets to heirs efficiently
  • Caring for yourself (or your spouse or your parents) in the latter part of life
  • Protecting the value of your business

We have seasoned and credentialed advisors to guide you.

Ready to take the first step? Let's connect.

Advisory services offered through CS Planning Corp, an SEC registered investment advisor.
Insurance services offered separately from and independently of CS Planning Corp and Cultivant LLC.
ADDITIONAL DISCLOSURES
info@cultivant.com
206.486.8700 Ext. 703