Amy Cook , CDFA™, CFP®
 Financial Advisor

CONNECT

Address:

1700 S. El Camino Real, Suite 504
San Mateo, CA 94402

Phone:

(650) 389-1031

Fax/Other:

(650) 382-1986

My Guidelines and Commitments to You

 

  • Everything we discuss will remain confidential. I will not share anything we discuss with anyone else, including friends and family members, unless you give me permission.

  • I will be open and honest with you. You can expect me to be candid and professional.

  • I want to know your goals, values, and expectations. The way for me to do this is to have direct and open conversation so I can strive to meet your needs.

  • I recommend creating a written financial plan. This provides a written, step by step, plan to help you get from where you are today to your future financial goals.

  • I can develop and implement an investment policy consistent with your unique goals and your individual risk tolerance. I want to help you pursue your financial and investment goals.

  • I can discuss with you the available choices. So that I can help you make suitable decisions, I will take the time to explain things to you when you want to learn more.

  • I can make recommendations based on your needs. My recommendations are based on what I think is suitable. I strive to put myself in the client’s shoes.

  • I suggest that we meet in person or review via phone conference at least annually. As your life changes, I want to adjust your plan to help keep up with those changes.

  • I will work to build a long term relationship with you. My goal is to build long term relationships with clients and help them through the different stages of their lives.

  • I welcome your suggestions, comments, praise, and feedback. My commitment is to listen to you to help me do the best job possible.

06/17