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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Business Owners, Executives, GenX, Government & Military, High Earning First Generation, Philanthropists, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Teachers & Educators, Women & Female Leaders, Working in Retirement
Major Milestones I Specialize In
Career Changes or Job Loss, Compensation Changes, Death in the Family, Divorce Planning, Early Retirement or Financial Independence, End of Life and Legacy Planning, Retirement Planning, Sudden Wealth or Inheritance, Widowhood
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
I believe great financial planning starts with listening. I take the time to understand what matters most to my clients, the concerns they have, and what they want their wealth to accomplish for themselves and their families. As a CFP® professional with more than 20 years of experience in the financial industry, I enjoy digging into complex financial situations, identifying opportunities, and developing thoughtful strategies that bring all the pieces of a client's financial life together. What sets our practice apart is the combination of personalized advice and the depth of expertise behind it. At CooksonPeirce, we look beyond investment portfolios to consider the full picture, including retirement planning, tax strategies, risk management, and estate planning. We combine an individualized approach with a disciplined, evidence-based investment process and a collaborative team of financial planning and investment professionals. Clients can expect a relationship built on trust, accessibility, and proactive guidance. My goal is to make complex financial decisions easier to understand, help clients feel confident about their choices, and ensure their financial plan evolves as their lives and priorities change. Ultimately, I want my clients to feel that they have a knowledgeable partner who understands what matters to them and is committed to helping them make the most of what they have worked so hard to build.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.