Areas of Focus
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Financial Life Planning
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Investment Management
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Retirement Planning
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Retiring Early (F.I.R.E)
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Taxes
About Me
Hi, I’m Cody Lachner - a financial planner helping outdoor enthusiasts & families lower their taxes and retire with confidence!
Folks often come to me after working with an advisor/company who only manages their money and occasionally provides generic "cookie-cutter" advice. At Next Adventure Financial, we provide thoughtful and intentional advice on all areas of a family's financial life, while incorporating their unique values and beliefs. Our goal is to help you live your best life while taking a path that's unique to your family!
➕ GET TO KNOW CODY LACHNER
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 and movie - Into the Wild).
My technical specialties lie in comprehensive financial planning; specifically in areas like early-retirement planning and tax planning. My education includes the CERTIFIED FINANCIAL PLANNER™ certification and a Masters Degree in Personal Financial Planning. Additionally, I am enrolled to practice before the IRS as an Enrolled Agent.
Professional Designations
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CERTIFIED FINANCIAL PLANNER™ Professional
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Enrolled Agent (EA)
Affiliations
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Fee Only Network
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National Association of Personal Financial Advisors
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XY Planning Network
Primary Location
17 South 6th St., Suite X Stein Building Box #6, Lafayette, IN 47901, USA
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
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Fee Only
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Flat Fee
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One-time Financial Plan
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Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. This introductory meeting will be focused on learning more about you, your most pressing questions, and what you’re looking for in a financial advisor. If we determine that we’re not the right fit, then I’ll gladly refer you to other advisors in my fee-only network who may be a better fit for you. I look forward to speaking with you.
Offers Investment Management
Yes
About our Firm
Next Adventure Financial is a Lafayette, Indiana fee-only financial advisory firm serving clients locally and nationwide.
Next Adventure Financial provides tax-focused financial planning services for the families we serve. Whether it’s retirement, a sabbatical, reaching financial independence, etc., we’re right beside you to help reduce taxes, simplify finances, and guide you toward your next adventure.
✅ FEE-ONLY FIDUCIARY
Next Adventure Financial is a fee-only fiduciary financial advisory firm located in Lafayette, Indiana. Fee-only means that we're solely compensated for the services and advice that I provide to you. We do NOT sell products or receive commissions; we only work for our clients – not a broker, bank, or insurance company.
✅ WHO WE WORK WITH
We work with individuals from a variety of backgrounds. Most of our clients fall into the categories below, however, if you fall outside of these categories we can tailor our services & expertise to fit your needs.
👉 Retirees / Approaching Retirement: Many of our clients are either retired or approaching retirement. We have the pleasure of working with individuals from many different professional backgrounds like educators, physicians & medical professionals, business owners, and more.
👉 Outdoor Enthusiasts: We also uniquely specialize in working with outdoor enthusiasts and self-employed individuals in the outdoor community (freelancers, small biz owners, and guides)! As a fellow outdoor enthusiast, I share the same values and recognize that having outdoor passions can often lead to difficulties when attempting to plan for your future.
✅ What makes Next Adventure Financial unique?
We have intentionally limited the number of families we serve in order to provide the highest quality of service & advice. Additionally, we provide proactive tax planning advice to each family to help them anticipate taxes and reduce their lifetime tax bill.
Education
Purdue University, Daniels School of Business, Bachelor of Science (BS), Economics
Who We Serve
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Baby Boomers
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Couples
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Dual Income Family
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Educators
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Financial Independence Retire Early (FIRE)
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Living in Retirement
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Travel Lovers