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- Custodian
- Charles Schwab & Company · Raymond James
- Clients
- Retail
- Platforms
- Alpha
- Established Date
- 06-30-2023
- Office Locations
- 1
Office Locations
About Flourish Financial Life Planning
Flourish Financial Life Planning, led by Laura K. Cook, CFP®, provides values-based financial planning and investment guidance for women of faith. Services span cash management, debt and mortgage review, insurance and risk planning, investments, and legacy needs such as long-term care, special needs, end-of-life planning, and fraud prevention. Ongoing support is delivered through its “Your Path to Flourish” planning framework; works with Schwab and Raymond James.
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Investment Vehicles
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Owner & Executives
LAURA KAYE COOK
Chief Compliance Officer, Lead Consultant
- CRD
- #5867485
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,501,773 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,501,773 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,501,773
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,764,563,168 | 46.3% |
| Equity - Exchange | $1,134,485,965 | 19.0% |
| Cash | $2,071,929,631 | 34.7% |
| Total | $5,970,978,764 | 100.0% |