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Financial guidance for busy professionals
  • About
    • Differences
    • Pricing
    • Team
  • Services
    • Financial Planning
    • Investment Advisory
    • Insurance Solutions
  • Blog
  • Contact
Financial Guidance for Busy

Professionals & Business Owners

As a busy professional or a business owner, you are probably juggling many competing priorities – ​family obligations, a demanding career, running and growing your business, professional development, staying physically fit, and so on. These activities and commitments occupy much of your available time and energy. 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.
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​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?

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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 401(k) plan, RSUs, etc. 
  • Owning the right amounts and types of insurance
  • Minimizing income and estate taxes
  • Making money last through retirement
  • Planning for an eventual exit from your business 
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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?
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Drop us a line

info@cultivant.com
206.486.8700 ext. 703
Contact Us
We deliver personalized financial guidance to busy professionals and business owners.
Advisory services offered through CS Planning Corp, an SEC registered investment advisor.
Insurance products sold separately from and independently of Cultivant LLC or CS Planning Corp.
Form CRS, Privacy Policy, and Additional Disclosures.

info@cultivant.com
206.486.8700 ext. 703
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  • About
    • Differences
    • Pricing
    • Team
  • Services
    • Financial Planning
    • Investment Advisory
    • Insurance Solutions
  • Blog
  • Contact