Because Cook Wealth is 100% committed to client success, we offer life planning. We believe knowing where you’re going is more important than making good time to an unknown destination.
Life Planning provides clients with the clarity and focus needed to identify their goals. Understanding our clients’ goals allows us to more effectively help them to achieve them. It connects all that we do with clients’ finances with all that they do in their everyday lives.
Whether you have a specific goal toward which you’d like to be coached, or you’d like to sort through more general life concepts, coaching can help you to focus on the goals. The advice and encouragement Stephanie offers is crucial for progress, and the technical expertise our wealth advisors provide turns progress into results. With the help of a coach and team of wealth advisors, goals can become achievable.
Blueprinting is a focused series of guided exercises and conversations that helps clients identify and articulate goals, then begin to devise and implement a plan for them. A great way to develop a clear map for the future, Blueprinting invites clients to define their: Values, Meaningful Purpose, Compelling Vision, Personal and Professional Mission Statements, and Goals. While not required, Blueprinting can be a terrific supplement – or starting point – to coaching.
In a study* conducted by the International Coach Federation, individuals reported experiencing the following outcomes as a result of working with a life coach:
- More income
- Setting better goals
- More balanced life
- Lower stress levels
- Increased self-confidence
- Improved quality of life
- Improved health
- Better relationships
- Increased energy
- More fun
In the same study, 98.5% of those who paid for life coaching reported their investment was valuable or very valuable.
In another study* conducted by Matrix Global, LLC, a return on investment of 529% was reported by one Fortune 500 company.
It is fitting with our holistic approach that we offer life planning, a service that allows and motivates clients to lead their ideal lives. When we fully understand clients’ goals, for their money and for their lives, we can substantially increase the likelihood of their success. We strive to build lifetime partnerships with our clients, to truly know them, know their needs, and to continually offer more ways to assist them. We encourage you to take advantage of our full range of services so that you may enjoy the added life satisfaction and free time our holistic approach to wealth planning provides you.