HOLISTIC, FEE-ONLY FINANCIAL ADVISOR
Wealth management that supports the future you’ve been working toward.
We take the overwhelm out of managing finances by organizing your accounts, minimizing lifetime taxes, and creating investment strategies that make sense so you can start feeling confident about your financial future.
You've been diligent about saving, but you're not sure if you're doing enough.
You've maxed out your 401(k), built solid savings, and made smart career moves.
But now as retirement gets closer, you’re feeling unsure…
Can we actually retire when we want to?
Should we be doing more with our money?
Is there a better strategy we're missing?
You're busy. You know enough to be dangerous, but you don't have time to give your wealth management the attention it deserves.
That’s where we come in.
We give you the space to focus on what matters most to you, knowing your finances are aligned with your values and optimized by a trusted expert.
When your finances are organized and aligned with your values, something shifts.
You sleep better. You stress less about market volatility. You make life decisions—whether it's retirement timing, supporting family, or pursuing what matters most—with clarity instead of fear.
Portfolio Management
Lifetime Tax Strategy
Financial Planning
Work With Us
Whether you need ongoing wealth management or targeted financial guidance, we offer two ways to work together based on where you are in your financial journey.
Ongoing Wealth Management
For individuals and families with $1M+ in investable assets who want comprehensive, tax-integrated financial planning and investment management.
This is for you if you're ready to consolidate your financial life with a CFP® and CPA who handles everything from portfolio optimization to tax strategy to retirement planning in one place.
Financial Planning Strategy
For those who need expert guidance on specific situations or need a clear roadmap they can implement themselves.
This is for you if you're earlier in your wealth-building journey, have particular financial decisions to make, or simply prefer a DIY approach with professional input.
Confidence in your financial future begins here
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Tax-smart financial planning
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Holistic wealth management
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Confidence in your financial future begins here • Tax-smart financial planning • Holistic wealth management •
Our process
We create real value from day one, and build on that foundation as you grow.
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We start with a one-hour strategy session to learn about your situation, answer your questions, and determine if we're a good fit.
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We create a holistic wealth management plan tailored to your specific situation, complete with clear explanations of what we're doing and why.
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You can implement your plan yourself or work with us for ongoing management. If we work together long-term, we’ll provide proactive guidance and regular check-ins.
What Makes Coriander Financial Group Different
Coriander Financial Group was founded by Charlie Cook, CFP®, CPA, after she saw a need for a more holistic approach to financial planning—one that goes beyond just portfolio management. When looking at portfolios in a silo, it’s common for clients to be labeled by their metrics and put into a bucket to receive cookie-cutter advice that doesn’t take into consideration their individual life circumstances and values.
At Coriander, we believe there is a better way to approach financial planning—one that honors both our clients’ intelligence and their humanity. We create a portfolio specific for you, factoring in your risk tolerances, goals and preferences. We provide clear explanations of what we're doing and why.
This is your hard earned money and you deserve to know the process behind your investment strategy.
As both a CERTIFIED FINANCIAL PLANNER® (CFP®) and CPA, Charlie brings a unique perspective that integrates tax strategy with investment management, something most advisors don’t offer.
And what’s more: she’s the advisor who actually returns your calls, explains things clearly the first time, and treats your financial wellbeing as seriously as you do.
CERTIFIED FINANCIAL PLANNER® (CFP®)
CERTIFIED PUBLIC ACCOUNTANT (CPA)
FEE-ONLY FIDUCIARY
Recent insights for informed financial decisions
Read our blog for practical guidance on wealth management, tax planning, and financial strategy that will help you make decisions that align with your goals.
Ready to feel confident in your financial future?
Let's start with a conversation. Book a paid strategy session where we’ll review your financial situation and you’ll receive guidance on how we can work together, whether that's long-term wealth management or a one-time strategy plan.
Note: Coriander Financial Group is a fee-only fiduciary, which means I'm legally and ethically obligated to put your interests first. I don't earn commissions on products. My only compensation comes from the fees you pay for services.