Are You (and Your Financial Plans) Ready To Take a Sabbatical?
Is it time to plan for a sabbatical? Personal, professional, and financial preparation are key to enjoying a successful sabbatical.
Congratulations to Kelly Stanley: Now a Cogent Partner
We are delighted to announce that Kelly is now a partner and co-owner of Cogent Strategic Wealth, while continuing as a fiduciary wealth advisor to our clients.
Kelly Stanley Helping Professionals at Cogent Strategic Wealth for 5 Years
As Kelly Stanley CFP® marks her 5 years with Cogent Strategic Wealth, she reflects on 2020 and how life changes in an instant. She loves guiding clients through life's transitions and helping them live their best lives though all of life's challenges.
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.