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What's So Great About Having a Cogent Conversation®?

As a successful professional, you want to relish life today, while preparing your family for a safe and satisfying tomorrow. You've got an abundance of ideas about your wealth, but it would really help to have a Cogent Conversation®, mindful and targeted, on how to advance your many aspirations into confident action.

That's where your Cogent Conversation® begins. As fellow professionals, we'll take the time to listen – really listen – to what you've got in mind. We'll offer our fresh, informed outlook to advise you on how to confidently convert your stellar earnings into durable wealth. Should you engage us as your Personal CFO, we'll partner with you to implement your plans to Free Your Wealth for Something More.®

We look forward to hearing from you! Click here to have a Cogent Conversation® of your own.


We are a proud, independent member of The BAM ALLIANCE, a community of advisors and investors who are committed to taking control of their financial futures and their life’s goals. Meet Michael, The Cogent Advisor.

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    Like they always say, good things come in small packages. Especially books, and especially when they’re fast reads filled with fantastic ideas. That’s why Carl Richards’ newest book, “The One-Page Financial Plan: A Simple Way To Be Smart About Your[…]

  • Who Will Raise Your Kids If You Cannot?

    Who will raise my kids if I cannot? As huge and unthinkable as the question is, it’s no wonder that I hear excuses all the time from friends, family and clients who are parents of young children but have not[…]





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