Financial life planning
Connects financial decisions with personal values and priorities.
Cordis Financial
Compiled from public sources
Unclaimed business
Unclaimed
- Claim to manage details & reply to reviews
- Pro profile & priority placement
- Reedleys Recognition & certificate
About Cordis Financial
Financial life planning helps clients align their finances with their most important values and priorities. The process begins by exploring a client's needs and whether the services fit, then gathering qualitative and quantitative information to clarify values. Cordis Financial works with clients to define personal and financial goals and develop a vision for the future. Recommendations are explained as part of a dynamic plan. As goals change, the plan can be adjusted to support the client's evolving life vision. The firm provides financial advising in Minneapolis.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Representative photos. Illustrative images for this category, not photos of Cordis Financial and not provided by the business.
Services & specialities
Highlights
Values and goals
Clarifies priorities and defines personal and financial goals.
Evolving plans
Adjusts plans as clients' goals and life visions change.
Cordis Financial Reviews
No reviews yet — be the first to review Cordis Financial.
Write a review
Sign in to write a review
or get a one-click link by email
No password needed. We only use your email to confirm the review is genuine.