Our Process

CFG Process

What to Expect

Discover

Who you are, what you value, where you are and where you want to go

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Design

Presentation of your customized plan for your ideal financial future

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Implement

Your financial plan into action to help you achieve your financial goals

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Reviews

Continual guidance to financial independence

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Goal-Based Investing: "The Bucket System"

At Cook Financial we believe in taking both a diversified & strategic approach. We take a bucket approach to utilizing different tools and strategies to fill your retirement buckets.

Emergency Reserves

Secure & Liquid

Checking
Savings

Grab Money

Investments for What-If's & Pleasures of Life

Pre-Retirement
Post-Retirement
Brokerage Acts

Dependable Money

Dependable Income Strategies for Dependable Expenses

Social Security
Pensions
Bond Ladders
Annuities