Dr. Katy Cook

Principal

CFP®, CDFA®, PhD

Abacus Financial Planning, LLC11335 NE 122nd Way, Suite 105, Kirkland, WA 98034

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

Executives

Retirees or Seniors

Women & Female Leaders

Major Milestones I Specialize In

Divorce Planning

Get more clarity so you can make more informed decisions.

Retirement Planning

We help clients simplify investing and spending decisions.

Widowhood

Take time to explore your options about what comes next.

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

We help women across the lifespan, especially around points of transition. In retirement, we help clients with the shift from earning and saving to spending from their investments. After divorce or loss of a partner, we help clients adjust to the new normal. We help clients who have experienced career success adjust to the realities of life in a higher tax bracket.

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.

FINRA BrokerCheck SEC Investment Adviser Public Disclosure

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Financial Planner Certifications

Securities Registrations or Exam Qualifications

Series 65

Designations & Certifications

CFP®

Technical Skills

Investment and Portfolio

Tax Planning

Retirement Income and Distribution

Estate, Trust, and Legacy Planning

Equity Compensation Planning

Concentrated Stock and Diversification Planning

Compensation

Compensation Methods

Fee Only

Fee-only means a CFP® professional may describe his or her practice as "fee-only" if, and only if, all the planner's compensation from all client work comes exclusively from clients in the form of fixed, flat, hourly, percentage, or performance-based fees.

Hourly: Pay a fixed rate only for the time spent on your plan. Great if you have a few specific questions or need occasional advice on a flexible basis.
Percentage of Metrics: A fee calculated as a small percentage of your income or net worth. Best if you want your planner's cost directly tied to your broader financial picture.