Don’t settle for investment advice that doesn’t feel right.
Most people are willing to take financial advice they don’t feel confident in, leaving them feeling overwhelmed and unsure about what to do next. Planning your financial future can feel complex. You’ve worked hard to get to where you are and you want to protect yourself against an uncertain market.
You deserve honest financial advice from someone who understands what it’s like to be a professional woman.
The Cogent Strategic Wealth team is intimately familiar with the challenges and opportunities faced by women in professional fields.
Kelly Stanley is a Cogent Wealth Advisor and Certified Financial Planner™ who works side-by-side with professional women, just like you, to build structured and personalized financial strategies. Kelly is passionate about working with you to build a financial plan to reach your goals.
Schedule a free call with Kelly, to get started building a financial plan that works for you.
7 Reasons why you need an Evidence-Based Strategy to achieve your financial goals.
The market is unpredictable, however, there is a mountain of data and proven practices when it comes to investing. Download this FREE PDF to see why an Evidence-Based Strategy will help bring you peace of mind when it comes to your financial future.Download Now
The right plan for women professionals.
Schedule a FREE 30-Minute
Discovery Phone Call
Talk with one our team of advisors so we can hear what success looks like for you, what your current financial plans are, and determine next steps.
Determine The Right Steps
for Your Goals
Meet with our team either virtually or in our Chicago office to go over the options that are right for you, your goals, your values and your investment style.
Work a Financial Plan
Tailored Specifically For You
Confidently follow a plan that moves you towards your financial goals. Our team is there with you every step of the way to offer advice, planning, and investment management services.
Take the first step today.
Schedule a FREE 30-Minute Discovery Phone Call.
Your financial future shouldn’t be left to chance.
You shouldn’t have to work through your financial plan alone. With unpredictable markets and endless financial options available, how do you know what the right move is? Don’t leave your financial future to chance. You need someone that not only understands you and your needs, but can also help you simplify your financial life.
Let the team at Cogent Strategic Wealth work with you, side-by-side to create a plan tailored just for you.