Stephen Cox

WORK HISTORY

EDUCATION

SKILLS

ABOUT STEPHEN COX

Our mission:to offer overall financial planning to successfulentrepreneurs, business people, and seniors who havethe economic means and desire to focus on their goalsand appreciate the lifetime relationship we offer…Financial MapmakingWe provide a refreshing alternative to the product-focusedapproach taken by most financial services advisors. Instead,we focus on your specific needs offering a genuine long-termrelationship to help you master your money.We are Financial MapmakersWe help you to design and create the financial map of your future.This map represents your dreams and aspirations; each point of interest on the map represents a personal goal. It gives you the highest probability of achievement.Then we will look for the “financial vehicles” to start the journey.We find that most clients come to us having accumulated many different financial vehicles, but few of them with any strategy or coherency.We will take a look at the financial vehicles that you already have and see if they fit into the financial map we design together. If they fit we will keep them, but if they don’t we will try to improve or upgrade them.You wouldn’t usually start a long distance road trip with an outdated map, why should your finances be any different?As part of our ongoing relationship, we will regularly review your progress.Life changes; we want to ensure that we are on the right track every step of the way.Why would you buy a financial vehicle before you designa financial map?Specialties: My specialty is to help people clarify their values, and clarify their goals. This is done with a very \"non financial\" discovery process. Once you know where you want to go and why you want to get there, I can help you build a financial plan to help you achieve your goals for the reasons that are important to you.