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Beyond Retirement with Amy Cook
Manage episode 457079986 series 3265827
Do you aspire for more money but resent rich people? What stories are you telling yourself about wealth and prosperity? Are you ready to clear a path to an abundant future?
On today’s episode of Get Your FILL, Financial Independence and Long Life podcast, Amy Cook, Founder and Financial Advisor of the Maven Financial Group, shares her wisdom and experience helping her clients to plan for and execute a successful financial future.
About Amy
Amy R. Cook is the founder of Maven Lane Financial Group. Amy has worked in financial services for over twenty years, starting in the mortgage business where she recognized a reactive approach to financial decision-making. Recognizing the potential to move the needle, she focused on simplifying financial planning to help clients achieve their goals. Since becoming a financial advisor in 2009, her mission has been to help clients set realistic, achievable goals beyond retirement.
Amy attributes her passion for financial planning to her personal experiences and dedication to client success. As a CFP® with a master’s in personal financial planning, she uses her education and expertise to assist clients at various life stages. She emphasizes that financial planning is dynamic and everchanging and requires ongoing preparation and maintenance for success.
Watch the video: https://youtu.be/UPc-wwzgI5k
CONNECT WITH AMY
ACook@MavenLaneFinancial.com MavenLaneFinancialGroup.com (650) 389-1031 Office book YourMoneyNarative.com (415) 346-8888 Direct/Mobile Facebook.com/MavenLaneFinancialGroup in/Maven-Lane-Financial-Group in/ amy-cook-mspfp-mpas®-cfp®-3239199 blog MavenLaneFinancialGroup.com/Blog
264集单集
Manage episode 457079986 series 3265827
Do you aspire for more money but resent rich people? What stories are you telling yourself about wealth and prosperity? Are you ready to clear a path to an abundant future?
On today’s episode of Get Your FILL, Financial Independence and Long Life podcast, Amy Cook, Founder and Financial Advisor of the Maven Financial Group, shares her wisdom and experience helping her clients to plan for and execute a successful financial future.
About Amy
Amy R. Cook is the founder of Maven Lane Financial Group. Amy has worked in financial services for over twenty years, starting in the mortgage business where she recognized a reactive approach to financial decision-making. Recognizing the potential to move the needle, she focused on simplifying financial planning to help clients achieve their goals. Since becoming a financial advisor in 2009, her mission has been to help clients set realistic, achievable goals beyond retirement.
Amy attributes her passion for financial planning to her personal experiences and dedication to client success. As a CFP® with a master’s in personal financial planning, she uses her education and expertise to assist clients at various life stages. She emphasizes that financial planning is dynamic and everchanging and requires ongoing preparation and maintenance for success.
Watch the video: https://youtu.be/UPc-wwzgI5k
CONNECT WITH AMY
ACook@MavenLaneFinancial.com MavenLaneFinancialGroup.com (650) 389-1031 Office book YourMoneyNarative.com (415) 346-8888 Direct/Mobile Facebook.com/MavenLaneFinancialGroup in/Maven-Lane-Financial-Group in/ amy-cook-mspfp-mpas®-cfp®-3239199 blog MavenLaneFinancialGroup.com/Blog
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