Cordi founded Favored Financial Planning to serve people from all walks of life. She believes that once you understand how to integrate the pieces that comprise your financial life, you can reach your goals.
Cordi’s team is comprised of financial advisors from the Alliance of Comprehensive Planners and the National Association of Personal Financial Advisors. These organizations are invaluable for remaining up to date on the latest changes in the financial world and ensuring she has the resources to help her clients make the best financial decisions possible.
Prior to Favored Financial Planning she received a Doctor of Medicine and completed a medical residency in Physical Medicine and Rehabilitation at Brody School of Medicine in Greenville, N.C. There are a lot of similarities between achieving physical fitness and being fiscally fit. You identify goals for yourself, develop a plan to reach those goals and live intentionally toward achieving your goals.
Cordi is a CERTIFIED FINANCIAL PLANNERTM . She is also an Enrolled Agent (EA); which means that she can represent her clients before the Internal Revenue Service.
Cordi has worked with individuals, through a program at her church called Financial Freedom, since 2007 helping them to identify and achieve their financial goals.