Cordant Offers Educational Webcast & Customized Financial Education Workshops

Technology Association of Oregon member companies continue to offer innovative solutions to support businesses and employees impacted by COVID-19.

Isaac Presley, President & CEO of Cordant Wealth Partners, outlines the resources his firm has provided around financial education and resiliency.

TAO Member Company: Cordant Wealth Partners

Give us a short intro to your business:
Cordant is a Portland-based wealth management firm that specializes in working with employees and executives in the technology industry. The firm manages approximately $180 million in assets on behalf of its clients. Cordant’s mission is to change money from a cause of stress to fuel for meaningful lives.

What resources can your business offer to support the community?:
During this time, we are rolling out a number of financial education initiatives. First, we are launching a monthly, educational Webcast Series titled 23/10. Second, we are offering a customized virtual workshop for your company to help your employees during the current financial environment. One way to help your company prepare for a recession is to make sure your employees are prepared as well. Get in touch here.

And lastly, we created a page with all of our relevant resources here: https://www.cordantwealth.com/coronavirus/

What is the best way for the community to get in touch?:
Either our coronavirus resource page, our homepage, or to get in touch, click here or call 503.621.9207.

What's one thing that helps you stay positive or gives you hope during difficult times?:
Knowing that we’ve been through crises in the past and that we have always found a way forward and we will again. And also knowing that we have smart, inventive and resourceful medical professionals, scientists, and entrepreneurs working on a solution to the current crises.