Your Money Narrative: Understanding Your Story to Build a Stronger Financial Future - Hardcover

Über die Autorin bzw. den Autor

AMY R. COOK is a Certified Financial Planner™ professional residing and working in San Mateo, California, serving clients nationwide from her local office. With twenty years of experience in financial services, Amy and her team help clients across varied industries and life stages, underscoring that strategic financial planning is integral to making informed decisions and achieving long- term objectives. In her free time, Amy loves working on her decorating projects, building small-scale dollhouses, and restoring vintage typewriters

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What’s your Money Narrative?

Our approach to managing our finances is often rooted in what we learn about money early on.

From the Silent Generation to newly retiring Baby Boomers and from Gen X and Millennials to the Zoomers now entering the workplace, our stories about money are shaped by various factors such as our upbringing, experiences, and emotions. In Your Money Narrative, Amy Cook, MSPFP, CFP® brings these narratives to life and explores solutions to common financial dilemmas in a straightforward, simplified approach to financial planning.
Ask yourself:

• Do I worry about spending too much, not saving enough, or outliving my investments despite how much I earn and accumulate?
  
• Am I confident that my current financial strategies are aligned with my goals?
  
• When discussing significant financial decisions involving saving or spending, does it evoke optimism or stress?
  

By pairing her insight and experience, Amy’s collection of relatable money stories are crafted to guide you in discovering your narratives. She knows that money doesn't come with a manual but is shaped by the narratives we construct around it.

It’s time to embark on a journey fueled by curiosity and self-discovery, eliminate unnecessary worry, and confidently build a stronger financial future.