Service Packages
At CORDA, we believe great financial guidance should grow with you. Our tiered service packages are designed to match the complexity of your financial life, so whether you are just beginning to build wealth or managing a multi-generational legacy, you receive exactly the level of expertise and attention you need.
Navigate
$500K – $999K
A strong foundation for investors ready to take control of their financial future with professional portfolio management and a clear financial plan.
- Customized portfolio management
- Comprehensive financial planning
- Quarterly portfolio reviews
- Retirement income projections
- Risk assessment and asset allocation
Journey
$1M – $1.99M
Everything in Navigate plus deeper planning, proactive tax strategies, and hands-on preparation to keep more of what you earn.
- All Navigate services
- Enhanced financial planning
- Tax preparation and filing
- Proactive tax-loss harvesting
- Semi-annual in-depth reviews
- Coordination with outside professionals
Voyage
$2M – $4.99M
Everything in Journey plus estate planning, trust review, and a dedicated advisor team providing an elevated, personalized experience.
- All Journey services
- Estate planning guidance
- Trust review and coordination
- Dedicated advisor team
- Charitable giving strategies
- Insurance review and analysis
Legacy
$5M+
Our most comprehensive offering — multi-generational wealth planning, family office services, and priority access for families building a lasting financial legacy.
- All Voyage services
- Multi-generational wealth planning
- Family office services
- Priority access to advisors
- Advanced estate and trust strategies
- Philanthropic planning
- Custom reporting and consolidated statements