Congratulations Kelly Stanley CFP® MBA on 5 Years With Cogent
Join us in celebrating with Kelly this important milestone in her career as we applaud her professionalism, admire her dedication and value her friendship.
Meet Cogent's New Client Relationship Specialist Liz Winkle
If there’s one thing we love, it’s a sense of adventure. We’re also fond of familiar faces. On both counts, we’re delighted to welcome Elizabeth “Liz” Winkle as our new Client Relationship Specialist at Cogent Strategic Wealth.
The Best Financial Advice is Not Just Financial
Whether you’re juggling work and family commitments, coping with the financial implications of an exciting opportunity, or fielding one of life’s many curve balls, know you’re not alone.
You're Never Too Young (or old) to Have a Bucket List
After getting over the shock that my 10-year-old had compiled his bucket list before I’d even started mine, I read through it. It made me realize: You’re never too young (or old) to have a bucket list
Kelly Stanley: Creating a Fulfilling Career With a Little Luck and a Lot of Planning
A fulfilling career is far more than just a money-making machine. Ideally, it’s emotionally and financially rewarding. So, when I’m advising clients on how to make the most of their careers, I draw on my experience as a CERTIFIED FINANCIAL PLANNER™ as well as on my good fortune to have discovered my own true calling.
Build Financial Confidence and Focus on What You Love
When you feel like you have a level of clarity and understanding about your finances, then you can let go, and you can focus on the other things in life that really bring you joy.