Investing with a Conscience

You have worked hard your entire life.

You want to enjoy your golden years.

You also want to live according to your values, principles, and by what’s most important to you.

Is it possible to build and grow wealth while still adhering to your Christian values?

At Cooke Wealth Management, we know the answer is yes. We are a personal wealth management advisory firm in Irvine, CA. 

We all have unique experiences that help shape who we are today, including how we handle and invest our money. Our goal is to help you confidently grow and preserve your wealth using a Biblical approach to wealth management.  

When it comes to investing there’s a slew of options out there, and sometimes it can be difficult to know which one is right for you and your family. With terms like asset allocation, Biblically Responsible Investing (BRI), ESG, Socially Responsible Investing, Risk Tolerance and more it can all become confusing rather fast. Often it’s your financial advisor who can help you explore your options, answer your questions and help you sort through the noise to help you invest accordingly to your goals and values.

Is a Financial Advisor Right for You?

The number one question we get from potential clients is whether an independent financial advisor is right for them.

Many people believe financial advisors only help the super-wealthy.

The reality is that professional guidance can help people at all levels of wealth better prepare and plan for their future.

Most people could use a retirement financial advisor to help them get on track for their retirement plans. 

Financial advisors help tailor personalized savings and investment plans based on your:

• Goals and priorities

• Life circumstances

• Earnings

• Savings

The savings goals for a single person with no children will be very different from a couple about retire or from those of a couple with a child with special needs who will need care after they are gone. 

A good financial advisor will always look at individual circumstances, including your overall financial picture to help you bring all the pieces together to accomplish your goals.

What Can a Financial Advisor Do for You?

Your financial advisor’s job is not to just tell you how to reach your goals but to help you reach those goals.  They are there to explain your options, answer your questions, and guide you each step of the way.

To do this, an advisor may:

• Meet with you to discuss your goals.

• Explain financial service options.

• Explain the risks and benefits of different investment types.

• Help you fine the right investment opportunities for you.

• Help with future financial planning and numerous aspects of your financial life.

• Manage and monitor your investments, engaging in trades or other financial transactions on your behalf, so you can have one less thing to worry about!

A good financial advisor is to there to help you build a plan and stay on track. If you’re consistently loosing sleep at night over your financial strategy your financial advisor might not be doing their job. Call them, that’s what they are their for - to help you confidently plan and invest in your future.

Ready to Start Building a More Secure Financial Future?

Reach out today for a free consultation. We’ll help you build a custom strategy to secure and grow your wealth in the long term.