Cordi Powell
Helping Clients Plan with Purpose and Live with Passion
- Role
- Holistic Financial Advisor at Favored Financial Planning, Llc
- Location
- High Point, NC, US
- LinkedIn followers
- 500 followers
About Cordi Powell
Have you spent time deciding your financial goals and dreams? Do you have…
Experience
Holistic Financial Advisor
Favored Financial Planning, Llc
Feb 2012 — Present
Providing comprehensive, fee-only financial planning to help individuals attain their financial and life goals. Year round, integrated appointments are used to address goal setting, investment strategies, tax planning and preparation, budgeting, insurance & retirement.
Skills
- Protection Planning
- Tax Planning and Preparation
- Personal Finance
- Retirement
- Financial Planning
- Investments
- Investment Advisory
- Holistic Financial Planning
- Estate Planning
- Personal Budgeting
- Irs Enrolled Agent
- Investment Strategies
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