S6E13 – Amy Cook
Show Notes
About Amy:
Amy R. Cook is the founder of Maven Lane Financial Group. Amy has worked in financial services for over twenty years, starting in the mortgage business where she recognized a reactive approach to financial decision-making. Recognizing the potential to move the needle, she focused on simplifying financial planning to help clients achieve their goals. Since becoming a financial advisor in 2009, her mission has been to help clients set realistic, achievable goals beyond retirement.
Amy attributes her passion for financial planning to her personal experiences and dedication to client success. As a CFP® with a master’s in personal financial planning, she uses her education and expertise to assist clients at various life stages. She emphasizes that financial planning is dynamic and everchanging and requires ongoing preparation and maintenance for success.
*Intro and outro music are from an original piece by
Carl Zukroff of The Blue Hotel