Our Process - Cox & Cook Wealth Advisors

Our Process

Pursue Your Financial Independence

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Our goal is to take all the pieces of your financial puzzle and put them in place. Each plan and puzzle is unique. Many of those pieces are not relevant to you or your plan at this time, but as your life unfolds and your needs evolve, Cox & Cook Wealth Advisors and the Anchor Point FORMula follows a process that helps you pursue your financial independence.

Our Process

We have developed and refined a proprietary process called the Anchor Point FORMula. This process integrates wealth management with risk and debt management, tax planning, and philanthropy.

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Concept Interview

Interview & FORM Focus

Family | Occupation | Recreation | Money

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Fact Finder

Research & Financial Plan Development

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Plan Presentation

Review of Wealth Management Plan for Success

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Plan Implementation

Putting Your Plan for Success Into Action

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Investment, Estate, Insurance, & Tax Administration

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Ongoing Planning

Perpetual, Consistent Plan Adjustments


Anchor Point FORMula

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The Anchor Point FORMula is designed to continually adjust based on what we call “moments of truth.” From there, we help guide you through critical life events and financial worries to keep your plan on track.

The FORMula lets you focus on your Family, Occupation, and Recreation, so we can focus on your Money and the complexities involved.

Family – Your Investment Legacy and Succession
Occupation – Your Career and Goals for a Work-Optional Lifestyle
Recreation – Your Recreational Bucket List
Money – Your Money Complexities and Financial Future

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Critical Life and Financial Events

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These events are sometimes predictable and sometimes random or unexpected. Your life will have its own unique pattern.

Cox & Cook can help you navigate these milestones throughout the course of our long-term partnership. Our purpose is to cushion the effects of the critical financial events in your life to help you work toward your wealth and lifestyle goals.

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Vacation Home
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Education Expenses
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Travel & Fun
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Sale of Business
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Milestone Birthdays
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Leaving a Legacy
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Marriage / Divorce
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Dream Home
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Sale of Assets
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Philanthropic Endeavors
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Loss of Spouse
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New Baby / Grandchild
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Keep Your Plan on Track

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The goal is to help you implement a plan with multiple strategies to reduce risk for all possible outcomes, without apprehension. There is no “one-size-fits-all” solution when it comes to planning for your future.

And because we’re a fiduciary, our services are truly free of any conflict of interest. We’re under no obligation to sell proprietary products or services. That means we’re objective and selective, offering only those investment products and services we believe are best suited to help meet your financial goals.

Contact Us to Get Started

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Start the process to pursue your financial independence with Cox & Cook today. We can help you put the puzzle pieces of your financial plan in place so you can achieve your goals.

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