Meet Amy R. Cook, MSPFP, MPAS®, CFP®
Founder of Maven Lane Financial Group & Author of Your Money Narrative
With over 15 years of experience, Amy helps clients align their finances with their values - from self-employed professionals to multigenerational families.
Amy began her career as a Financial Advisor in 2009 with Waddell & Reed. In 2018, she founded Maven Lane Financial Group - a firm rooted in helping individuals craft financial paths built on clarity and confidence.
She holds both the CERTIFIED FINANCIAL PLANNER™ certification and a Master’s degree in Personal Financial Planning. Amy works closely with executives, business owners, and families navigating transitions like retirement, inheritance, and executive compensation planning.
Her mission is simple: help clients set meaningful, attainable financial goals - without pressure, without fluff - and support them every step of the way.
The Discovery Interview
Before your call, we ask that you complete our Discovery Interview - a thoughtful questionnaire designed to give us a clear picture of your financial situation, goals, and priorities. This helps us streamline our process and come to your introductory call prepared with meaningful insights tailored to you.
Initial Conversation
During your introductory call, we’ll use your completed Discovery Interview as a guide to better understand your objectives, challenges, and expectations. This conversation is a no-pressure opportunity to explore how we can support you and ensure our approach aligns with your needs.
Following Your Call
Following your call, your advisor will send a personalized summary outlining suggested next steps, key financial priorities, and curated resources. Together, we’ll determine whether moving forward in a long-term planning relationship is the right fit.