Advisor at Next Adventure Financial LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Next Adventure Financial LLC
Location
Lafayette, IN
Credentials
CFP®, EA
Industry experience
11 years
I’m Cody Lachner, a financial planner and outdoor enthusiast who loves helping individuals live more intentional lives. Not everyone strives for the traditional retirement where you work a 9-5 until 65, but, much of the financial services industry is built around this old goal.
There’s been a lack of advice & guidance for folks who want to do things their own way. Maybe you aim to take a mid-career sabbatical, or live in an RV travelling 6+ months per year, or retire early to spend more time outdoors, or simply reduce the amount of time you spend worrying about money…
Whatever your goal, I’m here to serve as your financial guide to help you prepare and navigate your way to & through your goals. As your financial guide, I also help reduce your time spent on financial decisions so you have more time to devote towards the things you love.
I use technology to work with individuals virtually, throughout the country. As long as you have internet, we can work together to plan for your dream life!
Personally:
My wife and I love the outdoors! We spend our time hiking, camping/backpacking, mountain biking, packrafting, and literally anything else outdoors. Our favorite place in the world is Alaska. We find ourselves going back again and again. My favorite trip was hiking the Stampede Trail in 2021 (this trail was made famous by the book & movie – Into the Wild).
Fixed fees for financial planning: ongoing fees $100-$500/month; initial financial plan up to $3,000; project-based planning fixed fees range $500 to $10,000; estate planning assistance fixed fees range $300 to $2,000.
$0 - $500,000: 1.20% $500,001 - $1,000,000: 0.75% $1,000,001 - $1,500,000: 0.50% $1,500,001+: Negotiable
Hourly rate for project-based financial planning is $300/hour.
Fee-only: Investment management fees are fee-only; no commissions received.
Next Adventure Financial LLC
2023 - Present (3 years)
BBK Wealth LLC
2022 - 2023 (1 year)
VALIC Financial Advisors
2014 - 2022 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
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Lawyer
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