Our story
Built by an adviser who knew planning software was solving the wrong problem.
Kerdora started inside Taylor Stewart's own advisory work, after years of paying for software that produced impressive outputs but still left clients asking the same question: what should I do next?
Taylor Stewart, CFP®
Built from real client work
Advice-led by design
The problem that started it
I was spending $30,000 a year on advisor tech and my clients didn't care about any of it.
So I asked clients what they actually wanted. They did not ask for another projection. They wanted to understand their financial life, know what changed, and leave with clear next steps. That became the foundation for Kerdora.
The workflow problem
More tools did not mean better delivery.
The work was still scattered across notes, files, calculators, planning software, and static deliverables.
The client problem
Clients needed clarity more than complexity.
They wanted planning translated into plain-English guidance they could understand, remember, and act on.
The Kerdora answer
One workspace for planning delivery.
Create the plan, deliver client-ready guidance, and track the follow-through after the meeting.
Built by one of you
Taylor built Kerdora after years as a planner, not as an outside software theory.
He started as a financial planner in 2016, first inside an independent RIA serving retirees, then through Ataroke Wealth, his own flat-fee planning firm for clients who did not fit neatly into the traditional AUM model.
Kerdora came from the same work you do every day: gathering messy information, answering planning questions, explaining recommendations, and helping clients follow through.
“I never set out to build software. I just couldn't find tools that actually helped me serve clients.”
Taylor Stewart, CFP®
Founder, Kerdora
What the name means
Kerdora means to improve over time.
The name combines kerdos, meaning gain or profit, with ora, meaning time. It reflects the philosophy behind the product: real planning is not about perfection. It is about helping people make a little more progress, a little more clearly, one decision at a time.
Kerdos
Gain, growth, or progress - not only financially, but in any meaningful pursuit.
Ora
Time, rhythm, and the steady work of making better decisions as life changes.
Kerdora
A planning platform built around helping client decisions improve over time.
What we believe
Financial planning should end in something clients can use.
You stay in control.
AI can assist, draft, extract, and organize. You decide what moves forward.
Clients deserve clear communication.
Every client deserves to be communicated with the way they need, not forced to decode planning software.
The plan should stay alive.
Planning work should turn into reusable Guides, tasks, changes, and follow-through, not disappear after the meeting.
“This is the most useful software I've used in my 30-year career.”
Nate Clark · Envision Retirement Solutions
See Kerdora in action.
Walk through how Kerdora helps you move from intake to planning answers, client-ready Guides, and approved follow-through.
Schedule demo