COOKE FINANCIAL PLANNING

Phone: 215.740.1895
Cooke Financial Planning
 
 
   
 
   
 
 
Affiliations
Cooke Financial Planning is a proud member of the following societies and adheres to their standards of professional excellence and integrity:
  Commitment to Professionalism  
Kevin Cooke is a member of the Financial Planning Association™ (FPA), a membership organization for the financial planning community. FPA is the largest association of professionals dedicated to championing the financial planning process. FPA members are committed to supporting the financial planning process and to helping people make smarter decisions to achieve their goals and dreams. FPA believes that everyone needs professional, objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CERTIFIED FINANCIAL PLANNER™ certificant. Learn more at www.fpanet.org.
  Commitment to Continued Education  
The Certified Financial Planner Board of Standards is a professional regulatory organization that promotes ethics, integrity and professional standards in personal financial planning. This gives the public an opportunity to have access to -- and benefit from -- competent, ethical financial planning. Individuals who meet rigorous certification requirements are certified by CFP Board to use its certification trademark. Learn more at www.cfp.net.
  Making competent, objective financial advice
Kevin Cooke is a member of the Garrett Planning Network, an international affiliation of Fee-Only financial planners dedicated to serving people from all walks of life. As staunch consumer advocates and Fee-Only client fiduciaries, members of the Garrett Planning Network continue to demonstrate their commitment to serving the public's best interests by making competent, commission-free financial planning and advice accessible to all people. Many financial advisors accept clients only if they meet certain income and net worth requirements. Kevin and his fellow Garrett network members believe, however, that professional, objective financial advice is something all Americans need, at least periodically, to build the brightest financial futures. Holding to this philosophy, Kevin is proud to offer the same quality, professional advice to all clients, not just the affluent.

Members bring the collective wisdom of the entire network – comprised of over 300 financial planning and allied professionals – to their own individual practices. Advice is provided on an hourly, retainer or per-project basis. Working on an hourly basis means that clients pay only for the time an advisor works with or for them. In addition, some Garrett members offer their services on a retainer basis (either a flat fee or a % of assets under management), which is the case at Cooke Financial Planning. Members do not accept sales commissions or third-party compensation. All compensation comes directly from their clients. Learn more at www.garrettplanningnetwork.com.
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