Budgeting
The key to a sound financial future is an effective and workable budget. Our Lumen Plan is Cordis’ new budget planning and coaching service. Apps are great for ordering rides or pizza, but you need a person to understand your complex situation. Using the Lumen Plan, we work with you to:
- Reduce or eliminate debt
- Establish good short- and long-term objectives
- Keep you on track to achieve your goals
Ready to save more, pay off your credit cards, and plan a stress-free retirement? We can help you get there with a plan that makes sense for you.
You’re unique. Your budget should be too.
Lumen Plan Budgeting
Cordis’ new budget planning and coaching service.
More Information
Testimonial
“When we first met Laura our finances were in dire straits. We were drowning in debt and had no way of knowing how to get out of the hole we were in. We were close to losing our home because of our debt. Laura showed us how to tighten up the budget but still live on an allowance. We are now sitting credit card debt free, putting away for our retirement as well as able to collect a savings for emergency funds. We see how we were over spending now and not living within our means. Thank you to Laura who gave us amazing advice and guided us to a financially secure future. We owe her so much gratitude!”
Testimonial
In the Spring of 2018 my husband and I made an appointment with Laura to discuss a game plan to tackle $35K in student loan debt. I heard about her through a friend, and thought, why not give her a call. It was a debt that we had for nearly a decade and were no closer to paying it off - we needed some help. Laura guided us in making a plan to pay off our debt and we are on track to pay it off by December 2020! Apart from her financial advice, she also explained to us the importance of a will and life insurance, especially as we have a young child. We followed through with both. Without her guidance, encouragement, and expertise we wouldn’t be able to see the light at the end of the tunnel, and wouldn’t have realised that it is such a short tunnel after all.
Get In Touch
10563 172 St.
Edmonton, AB, T5S 1P1
(780) 945-2881
info@cordisfinancial.ca