Get world-class financial expertise whenever you need it...for less than the cost of your monthly gym membership.
Ever wish you could talk to an unbiased, experienced, financial professional that didn't cost you an arm and a leg?
Now you can!
Your Financial Consultant :
My name is Rob Cook. I’m a husband, father, and disciple. But I’m also a CFP, CPA, and currently a shareholder and working doing sales in a FinTech company.
Before my current role, I spent years after college at BYU in public accounting and wealth management, serving everyone from local families to Fortune 500 CEOs and world-class athletes. Although I enjoyed the work, I wanted to help others create wealth. But traditional financial services was often too expensive or purposeful restrictive to those groups.
So when I joined our company I committed myself to find a way to use our technology to bring access to world-class advice to individuals and family like my own, at prices they could afford, and from that the Inner Circle was born.
What You'll Get:
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Your own personal financial consultant (a CFP and CPA) with whom you can ask any of your financial questions
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Reduced pricing for all 1-on-1 meetings when you want to meet ($150 instead of $300)
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Build credits monthly to earn one free 1-on-1 meetings together
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Our unique financial app, Elements, to give you clarity and control over your finances
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Monthly personalized insights from me to help you master your money game
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Quarterly progress reports to help you stay accountable and track your progress towards your finanical goals
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For every person you refer you get a FREE month
If you're not 100% satisfied with your experience you can cancel and get your money back in the first month no questions asked.
Then you can cancel anytime thereafter.
What other members are saying about the Inner Circle
" Rob is the man! My wife and I have loved working with him on improving our overall financial health and helping us prepare for the future. He has the technology, knowledge, and experience to guide us as a trusted advisor and coach. I can’t recommend Rob enough. If you could benefit from a financial health coach that will help educate and guide you without ridiculous fees or insane hourly rates, I suggest you give him a call. I promise you will be grateful you did
- Jake Larsen, VP of Sales
"When it comes to financial questions, Rob is an amazing resource. He's very trust worthy and very knowledgeable.... He can really help you take it to the next level. When in doubt reach out to Rob and he can help you."
- Kelsey Outram, Entreprenuer
"Most people don’t really understand their entire financial situation and don’t have confidence that they are making the best financial decisions...Talking with Rob will help you quickly wrap your head around where you are at and discover if you are on the best path or help you figure out what you need to do to get on it...Imagine the peace of mind knowing that you’re setting yourself up for the future and that an expert is there supporting you along the way.
- Jake Larsen, VP of Sales
"I’ve always considered myself very financially savvy and responsible. I work hard in my career and want to be certain that what I am doing financially is the best thing for my family — working with Rob has solidified this. Not only have I been able to get confirmation that a lot of what I’ve been doing is right, I’ve also been able to learn a TON about new things I should be thinking about. The wealth of knowledge that Rob has and shares is worth 10x what I’ve paid.”
- Jacob Corckett, VP Data Science