Pursue Your Financial Independence
Our goal is to take all the pieces of your financial puzzle and put them in place. Each plan and puzzle is unique. Many of those pieces are not relevant to you or your plan at this time, but as your life unfolds and your needs evolve, Cox & Cook Wealth Advisors and the Anchor Point FORMula follows a process that helps you pursue your financial independence.
Our Process
We have developed and refined a proprietary process called the Anchor Point FORMula. This process integrates wealth management with risk and debt management, tax planning, and philanthropy.
Anchor Point
Formula
Concept Interview
Interview & FORM Focus
Family | Occupation | Recreation | Money
Fact Finder
Research & Financial Plan Development
Plan Presentation
Review of Wealth Management Plan for Success
Plan Implementation
Putting Your Plan for Success Into Action
Management
Investment, Estate, Insurance, & Tax Administration
Ongoing Planning
Perpetual, Consistent Plan Adjustments
FIT
Process
Anchor Point FORMula
The Anchor Point FORMula is designed to continually adjust based on what we call “moments of truth.” From there, we help guide you through critical life events and financial worries to keep your plan on track.
The FORMula lets you focus on your Family, Occupation, and Recreation, so we can focus on your Money and the complexities involved.
Family – Your Investment Legacy and Succession
Occupation – Your Career and Goals for a Work-Optional Lifestyle
Recreation – Your Recreational Bucket List
Money – Your Money Complexities and Financial Future
Critical Life and Financial Events
These events are sometimes predictable and sometimes random or unexpected. Your life will have its own unique pattern.
Cox & Cook can help you navigate these milestones throughout the course of our long-term partnership. Our purpose is to cushion the effects of the critical financial events in your life to help you work toward your wealth and lifestyle goals.
Keep Your Plan on Track
The goal is to help you implement a plan with multiple strategies to reduce risk for all possible outcomes, without apprehension. There is no “one-size-fits-all” solution when it comes to planning for your future.
And because we’re a fiduciary, our services are truly free of any conflict of interest. We’re under no obligation to sell proprietary products or services. That means we’re objective and selective, offering only those investment products and services we believe are best suited to help meet your financial goals.
Contact Us to Get Started
Start the process to pursue your financial independence with Cox & Cook today. We can help you put the puzzle pieces of your financial plan in place so you can achieve your goals.