FINANCIAL PLANNING  *  INVESTMENT MANAGEMENT  *  WEALTH TRANSFER

Financial Planning / Coaching

 

The questions that matter...

    - Am I ok financially? Am I on the right track?
    - How do I balance funding my goals? 
    - When can I retire?
    - What does financial stewardship mean to me?

 

At Cooke Wealth Management we are committed to empowering our clients with the tools to make wise financial decisions, helping you apply Biblical principles to your unique circumstance, principles that lead to financial stability, confidence and contentment.

In today’s world your financial success is often threatened by competing priorities, changing tax laws and volatile financial markets. We work with you to answer the important, life changing questions; addressing the alternatives and making intentional decisions to help you achieve your long-term goals.

 

 

Learn what it can mean for you to apply Biblical principles to your financial life today.
This short video highlights some of the key concepts of our Financial Coaching program.  

Our Financial Coaching Program


In our Financial Coaching program we work with you to build an integrated financial plan, one that helps you make financial decisions as a faithful steward. 

Together we will work through the coaching segments to provide you with a process for applying Biblical Principles to your financial plan and make the changes necessary for long-term success.

Based on your needs, we help you build strategies for your desired lifestyle, retirement, investment management, protection of income, and where appropriate, estate and wealth transfer – all from a Christian perspective.

 
 

 
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Planning for Young Professionals

Services designed with you in mind