The CF Difference
What do you get when you combine a financial coach, a financial advisor, and a tax advisor...an unbeatable system and your own Personal CFO
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Financial coaches help you establish a solid financial foundation but often don't have the experience to go beyond that. Financial advisors assist in preserving the wealth you create for retirement but often won't work with you unless you already have substantial wealth. And your CPA is a great resource, but he's often too busy preparing taxes to bring you any new tax saving or wealth building ideas. So who is supposed to help you create wealth? And how do you stop getting killed on taxes? That's where we come in.
Saving on taxes and creating wealth never happens by accident​
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We've taken years of knowledge gained from serving, studying, and speaking with the ultra-wealthy and distilled the common elements of their journeys (and what they wished they had known) together into what we call the Tax Smart Wealth System. ​
A system designed to help you...
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Save you thousands of dollars a year on taxes
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Reach your wildest financial goals faster than you thought possible
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Avoid all of the financial landmines on your journey towards financial freedom
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Level up your financial life and reach levels of financial success never seen in your family before
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Eliminate the stress and anxiety that comes from economic fluctuations, market uncertainties, and the volatile and irregular income of sales
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Pursue jobs, businesses, or passions that require more time and resources initially
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Give you the means to re-invest more into your sales skills so you can make even more.
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Become the person that friends and strangers ask "how did you do it?"
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Confidently know that it's not "if" but "when" you are financially free​
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And so much more
The Tax Smart Wealth System
The role of the Personal CFO​
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​​To get the benefits mentioned above, you'll need to do three things: (1) design, (2) implement, and (3) monitor your Tax Smart Wealth System over time. You are the CEO of your life and your Personal CFO is there to lighten the load so you can focus more of your time and energy on the things that matter the most to you.
Your Personal CFO is with you every step of the way
We're so confident we'll give you Phase 1 for Free​
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Sometimes the best way to understand the value of something is to experience it for yourself. That's why we offer Free Strategy Sessions to any prospective client where we'll give you every strategy and tactic we can see to help you create your own Tax Smart Wealth System.
Meet your Personal CFO
Rob Cook, CPA, CFP®
Founder and Personal CFO
Experience: Over 10 years in both accounting and wealth management at the highest levels. Serving individuals and families ranging from world-class athletes and CEOs to local families just like yours. Software sales and direct sales for over 4 years.
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Education: Masters of Accountancy, Brigham Young University - Provo (BYU), Bachelor's of Accounting, BYU
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Credentials: Certified Public Accountant (CPA), Certified Financial Planner (CFP®), and I've passed Level I of the Chartered Financial Analyst (CFA) exam
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I'm a CPA with a personality...at least that's my joke, and my passion is all things personal finance, taxes, and investing. I was tired of working in a business that pretended to help people really change their financial futures and create wealth. Now I do that all the time. Over the last 10 years I've worked with everyone from CEOs, to business owners, to pro athletes, to my own friends and family helping them reduce their taxes, create wealth, and become financially free. When I'm not working I love working out, Spartan races, and spending time with my family.
