During our first meeting, before any financial planning takes place, we will get to know you; what is your current situation, your values, your relationships, and your greatest aspirations in your life (for your career and with your money).
Next, we walk you and your family through the Design | Build | Protect Life on Your Terms strategic approach, our structured process for connecting your available assets with your highest aspirations. During your first year as a Cogent client, you can expect to meet with us about 5–6 times. The information we gather allows us to create an individualized financial plan just for you; based on our deep understanding of your goals and priorities.
Yes. We find that we best serve individuals with at least $2 million in investable assets (including 401(k) plan assets) and those whose financial situations tend to be more complex.
Yes, we do: “We eat our own cooking,” as the saying goes, by adhering to the same investment philosophy we recommend to our clients. Given our own goals and risk tolerances, each of us holds variations in individual asset allocations. Regardless, we leverage the same investment solutions from the same product providers we recommend to our clients.
We hope so, although we’re not for everyone. That is why we should ask you:
- Are you seeking a Personal CFO to oversee your financial interests and manage your hard-earned wealth?
- Does your investment strategy and Cogent Course of Action™ align with your values?
- Do you agree that aspirational investments (such as hedge funds, private equity, and multiple managers scrabbling over slices of your money) are more likely to distract you than help achieve your greatest financial goals?
- Will you relish delegating the tasks and sharing your financial situation with us?
If your answers to these tend to be “Yes,” we can’t wait to speak with you. On the other hand, if you are looking for ad hoc investment tips, we’re probably not your best option.
Buckingham Strategic Partners is a nationwide community of advisors affecting the lives of more than 25,000 families. Each firm is fiercely independent, but we’re also uncommonly united in embracing the highest fiduciary standards and a better way to help investors and their families realize their financial futures.