Build better financial plans in less time
To understand their financial life
They need to be able to answer certain questions
To know what to do next
They need to be able to turn those answers into actions
See a Sample Plan
Build a plan in 12 minutes
1
Add Client Info
5-20 minutes
3 easy ways:
1. Manually enter
2. Send client onboarding form
3. Import from existing software (e.g., Monarch Money, RightCapital)
2
Plan populates
1 minute
Plan will autopopulate based on the assumptions you have provided.
3
Finalize plan
6-10 minutes
Every client is unique. Tweak the plan to make sure it fits your client.
See how easy it is
Liquidity
Retirement Savings
Education Savings
Taxes
Insurance
Estate
Retirement Income
Longevity
Investments
Sources include: Employment, Social Security, Pensions, Annuities, Investment Withdrawals
Evaluate survivor income scenarios
Compare income to spending needs
Compare inflation assumptions
Stay organized
with Notes and Tasks
Take notes inside each client file
Track tasks and assign due dates
View and filter tasks across all clients
Customize Reports
Upload your firm's logo and colors
Customize report pages and ordering
Build report templates
Supplement the conversation with various calculators
Project variable investment returns
Solve for different variables
Time value of money calculators
Work with your existing tech stack
Import client information via CSV upload to minimize manual data entry.
Hear from the advisors already loving Kerdora
Nate Clark
Envision Retirement Solutions
This is the most useful software I've used in my 30-year career.
Colin Page
Oakleigh Wealth
This is the perfect complement to my more in depth planning tools.
Owen Stewart
Macro Wealth Advisors
My clients understand projections are going to be wrong. They just want to answer the big questions, and Kerdora allows me to easily show them the answers.
Turns out I wasn't the only one
Hi I’m Taylor! I'm the founder of Kerdora, but I'm also a financial advisor and owner at Ataroke Wealth.
A few years ago I got really frustrated.
I was spending almost $30k/year on tech. And when I met with clients, they didn't care about any of it.
My planning tools did everything but create a plan my clients actually cared about.
So I asked my clients, "What do you actually want from me?" They all said:
Help me understand my financial life, and
Tell me what to do next
Then I asked myself, what does that actually mean?
To understand means to be able to answer questions
To know what to do next, they need clear action items
So I came up with the Core Questions of Financial Planning and the 5 Types of Changes.
Then I built a planning software to handle this at scale.
Originally I just built it for myself. Then some friends wanted to use it. So I built Kerdora.
And now you can use it too!
I truly built Kerdora to help my friends and other advisors like you. We’re not VC backed. We’re not trying to be a tech behemoth. I'm just trying to build good tools to help me and other advisors better serve our clients.
I’d love to show you how Kerdora can work in your business. Let’s find a time to chat.
Taylor Stewart, CFP®
Founder
