Change your perspective on money this New Year!

It’s often small shifts that can change our money habits for the good. It doesn't have to be completed, discover the five uses of money that you can focus on

How Much is Enough?

Retirement has become the major future event that most of us are anticipating and striving for, but did you ever slow down to answer – Why retire? What will you do? At what age, 65? Why not 60 or 70, or later?

RetirementCooke Wealth MgmtNovember 15, 2019Biblical / Christian Financial Stewardship

Investing for Financial Success - the 3rd principle...

The two primary emotions of investing (and speculation) are often fear and greed.

InvestingJuliette Cooke, CFP®, CKA®August 19, 2019

Stepping towards Financial Success – the 4th principle...

Learn what a step towards financial success might look like as you work towards achieving financial success. Once you have clarified and defined your priorities, applied financial wisdom, and decided to invest your margin the next step is to take focused deliberate action.

Financial PlanningJuliette Cooke, CFP®, CKA®August 7, 2019

What is the Christian Lifestyle?

It’s not about the size of your home, or how fancy your car is, or even the vacations or the clothes you wear. There is no one size fits all.

You Could Be Your Own Worst Investment Enemy

When the markets bounce around, investing requires discipline and patience to overcome normal emotional tendencies.

InvestingJuliette Cooke, CFP®, CKA®July 31, 2019

Balancing your values, priorities and goals - a process for Making Wise Financial Decisions

There are no independent financial decisions. If you spend money on a vacation it is no longer available to fund your retirement.

Your Pie – Understanding & controlling each slice of the pie

If you think of your income as a pie with each of the five uses of money (Live, Give, Grow, Owe- taxes, Owe- Debt) as a slice of that pie, you can begin to understand the interconnectivity your spending decisions have.