"What Cook Wealth did was help us say mission accomplished" - Mike Chitwood
Jean and Mike Chitwood invited us to join them at their beautiful Smith Mountain Lake House to talk about their time as Cook Wealth clients, their goals in life, and what it has meant to their family.
At Cook Wealth, our expert team of financial advisors offer more than just financial planning, tax advising, and wealth management. We help you live life empowered.
We know you want to enjoy life, to feel supported at every turn and equipped to make smart decisions, to know your trusted advisor is always just one phone call away. We understand- that peace of mind is invaluable.
Every day we help clients just like you make the best decisions now, plan for tomorrow, and build a legacy that lasts for decades to come. Because life isn’t just about money, it’s about the special moments we savor along the way.
To demystify your money, simplify your financial plan, and start making progress towards your biggest goals, contact Cook Wealth today.
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Cook Wealth, LLC, is a registered investment advisor with the US Securities and Exchange Commission. Jean and Mike Chitwood are current clients of Cook Wealth and were not compensated for this testimonial.
0:00 Introduction
1:45 Jean and Mike's Career Journey
5:10 Making Career Choices
9:06 Dentist Story
9:47 Using Money to Employ a Family Helper
11:59 What Role Did Cook Wealth Play In Your Life? What Were Your Goals?
14:19 Using Bonuses to Achieve Your Goals
15:54 How Did You Dream Up the Goal of a Smith Mountain Lake House?
18:50 How Is Retirement Going?
22:06 Financial Advisor Transitions Over a 30-Year Relationship
24:35 How Large Were Some of the Teams That You Led?
26:21 Did You Ever Reconsider the Division of Labor?
30:24 It's About the Quality of Time with Your Kids
32:19 Panthers Home Game Ritual
33:37 Help During a Hard Family Time
36:18 "I was really glad to hand that off to someone I trusted"
38:01 What Value Does Cook Wealth Bring Your Life Now?
41:22 Family Financial Advising
2 авг 2024
