Let me help you turn your Finanical QUESTIONS into Financial CLARITY and FREEDOM
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Get answers to ALL your financial questions
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Get access to world-class financial advice for a fraction of the normal cost
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Get total clarity over your finances once and for all
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And more!
Get advice on ANY of the following topics:
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Cash Flow Timing/Management
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Debt Management
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Debt reduction/elimination
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Budgeting
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Taxes (Personal and Business)
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Stock Options and Equity Comp
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Building emergency reserves/liquidity
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Retirement Accounts (IRA, Roth, SIMPLE, etc.)
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Employer Retirement Plans (401(k), 403(b), 457, etc.)
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Health Savings Accounts (HSAs, FSAs, HRAs)
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Real Estate (Investment Properties & Personal Residences)
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Investment account general allocation and strategy
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Credit Score Improvement
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Life, Disability, & Personal Liability Insurance
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Financial freedom planning
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Retirement readiness
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Estate Planning
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Business profitability analysis
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Alternative Investment due diligence (Hedge funds, Angel investing, Private Equity, Real Estate, etc.)
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Goal based planning
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Behavioral Financial Counseling
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And more!!
Every Contender's needs are different.
Which one do you want?
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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Monthly open office hours where you can come, learn more, and ask any question that's on your mind.
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Reduced pricing for all other meetings and hourly consulting projects when you need it ($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
Inner Circle Pricing $150/Session
Who's this for?
Those who just have a question (or three!) they need or want answered about their personal finances. They mostly handle their finances on their own but occasionally want to get an outside opinion from a professional.
What we'll do for you...
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Give you access for 30 days to our unique Elements app designed to help you and I get total clarity over all areas of your finances.
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Answers to your financial questions that you may have in this meeting and connect you with any additional resources or individuals who may be helpful to you going forward.
Sample Topics for 1-on-1 Meetings: (not all inclusive)
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Retirement readiness
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Tax questions
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Real estate strategic advice
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Debt elimination advice
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Savings strategies
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Business entity recommendations
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Credit Score improvement recommendations
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Etc.
Inner Circle Pricing $150/Hour
Who's this for?
Those who have bigger questions and projects they want done that pertain to their personal finances. They would rather not try and do it on their own but want to get some professional expertise.
What we'll do for you...
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Give you access for 30 days to our unique Elements app.
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Provide you with a quote of the hourly cost to get your project done.
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A final report with details and recommendations for your consultation or analysis.
Sample Topics for Hourly Consultation Meetings: (not all inclusive)
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Retirement Plans
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Tax Analysis and recommendations
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Strategic debt elimination plan
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Savings plan and implementation
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Business entity formation and structure analysis
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Business profitability analysis
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Individual investment due diligence
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Strategic investment strategy
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Stock option and/or equity analysis
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Credit repair strategy
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Real estate investment strategy and analysis
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Etc.
Who's this for?
Those who are willing to make an investment and want the white-glove experience. They know they need to (1) make some big changes, (2) get organized, and (3) get the necessary tools and systems in place to really change their family's finanical life forever.
What we'll do for you...
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Give you access for 3 months to our unique Elements app designed to help you and I get total clarity over all areas of your finances.
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Provide you with the tools and resources to master your financial "Scorecard" and help you get control over your financial life.
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Send you personalized monthly insights into your scores so you can more fully master your own money game while in the program.
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Deliver quarterly, fully-interactive reports of your financial scores (these aren't your parents PDF reports) so you can easily track your progress and course correct when necessary.
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Build you a financial roadmap for you and your family so you know exactly where you're going, why you're going there, and how to get there.
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Review your taxes and provide you with a personalized tax planning strategy for now and the future.
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Set your family up on a personalized cash flow management system (not a budget) that will give you control over your cash flow and confidence in your finanical future.
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Guide you to discovering your unique next big finanical step, wither that's starting some form of business, investing in some form of real estate, or one of the strategies to start using the stock market to accelerate your wealth creation.
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Once we know your unique next step, I'll personally introduce you to the people, organizations, and programs that can guide you to success thereafter...along with a host of other resources I've collected!
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Aside from our weekly meetings, I'll also be available by text, email, or Voxer anytime during the program.
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Once the 3-months is up, any ongoing support or accountability is completely up to you. (See options above)
My 30-day money back GUARANTEE
If you don't think you got your money's worth, then you can ask for a refund any time for any reason within 30 days and I'll give you your money back. After that, for those in the Inner Circle, you can cancel at any time.
Check out what others have to say
Don't believe me, believe them!
KELSEY OUTRAM / Owner of Lift Auto Repair Marketing
Meet your Financial Ally
Rob Cook CPA, CFP
I'm first and foremost a husband, father, and man of faith. But I'm also a CPA, CFP, and former financial advisor. I've worked at the highest levels of public accounting advising and serving everyone from CEOs, to international athletes, to local leaders. In my work as a financial advisor I served families with wealth ranging from +$150m to friends and family and every where in between.
However, I left all that behind because I believe the old "financial advisor" model is broken and more people should have access to great financial advice. To that end, I work building a tech start up working to change the way financial advice is given so more people can have access to high quality finanical advice. How I serve individuals and families here at Contenders Wanted is an extension of that, and something I am deeply passionate about.
How can you do this so affordably?
It's all thanks to The Elements Financial Monitoring System.
The next generation of financial planning and financial insights at your finger tips.
You'll get access to this revolutionary app and have at your fingertips a wholistic picture of your financial situation that enables the two of us to seamlessly work together to ensure yours and your family's finanical futures are secured from now on.
With the app we'll be able to do all of the following types of planning together:
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Cash Flow
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Debt Management
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Insurance
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Tax
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Investment Allocation
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Financial Freedom/Retirement
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Real Estate
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Business Equity
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Equity Compensation
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Estate Planning
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...And more!!
