Become a better planner,
one day at a time.

Spending tracking is live in Kerdora, with linked accounts, transaction imports, custom categories, rules, document extraction, and Dora-powered planning insights.

When you define what clients actually hire you to do, your tools, meetings, deliverables, and pricing decisions get much clearer.

Dora is Kerdora’s AI planning agent that helps advisors extract data, update plans, find opportunities, and create follow-up tasks inside the client plan.

Create customizable dashboard templates for different client situations. Over 20 components, drag-and-drop editing, and branded PDF output.

We didn't start with the name. We started with a question: what does this feature actually do? A guide has a job.

There are only six variables within your control that meaningfully impact your financial future: savings, liquidity, insurance, estate planning, investments, and taxes.

An advisor with an unconventional goal: scheduling zero client meetings. What authentic client relationships actually look like.

Two foundational marketing principles every financial advisor should follow: to attract you must also repel, and disqualify people as quickly as possible.

Both investments and insurance serve legitimate purposes. Most disagreements stem from applying inappropriate tools to specific situations.

The homepage video that converts nearly every viewer. To draw people in, you must simultaneously push others away.

Every piece of financial advice fits into one of 5 groups. The Changes to be Made page IS the financial plan. Everything else is just context.

Financial planning comes down to 12 questions. If you can answer them, you have awareness. If you can answer them the way you want, you're making the most of your money.