Melissa Anne Cox CFP
Melissa Anne Cox Purse Strings
Financial Advisor, Money / Financial Coach, and Financial Planner

 

LOCATION
12700 Hillcrest Rd Suite 276
Dallas
Texas
75230
United States
Get Directions
PHONE
9722331120
EMAIL
mcox@rfico.com
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Melissa Anne Cox CFP
Certified Financial Planner
Fetterman Investments
OVERVIEW OF SERVICES
  • 401K Planning
  • 529 Plans
  • Annuities
  • Asset Management
  • Budgeting
  • College Admission and Financial Aid
  • College Savings
  • Debt Consolidation
  • Employee 401K Programs
  • Employee Benefits
  • Employee Pension Plans
  • Investing
  • Life Insurance
  • Long-Term Care
  • Mutual Funds
  • Post-Divorce Matters

WHY I LOVE WORKING WITH WOMEN

The answer is easy! I was raised by a tribe of strong women that showed me how important it is to support other women in their life journey on a daily basis. As a financial planner I am able to help women feel empowered by helping them take control of their finances. Money provides security and peace of mind for women and allows them to feel more comfortable in their own skin.

It's my way of giving back to every woman that has supported me along my journey!

 
BIO

Saving and planning for the cost of a college education while balancing saving for retirement can be a challenge . Especially since many parents are still in the process of paying off their own student loan debt. Saving for college is not always in the budget, and many of us have developed unhealthy financial habits that stretch our dollars and inhibit saving for the future.

Learning the processes of Saving For College, Saving On College, and Saving After College can be overwhelming and time consuming to families and small business owners. As our student loan debt crisis passes $1.6 Trillion, relying on student loans is no longer an option.

Creating a customized financial plan can help your family:
✅ Develop healthy financial habits
✅ Save For the cost of college
✅ Save On the cost of college
✅ Save for retirement

THREE THINGS ABOUT ME
It's important to me that I show my daughters that women can be confident and in control of their money.
As a competitive triathlete, I understand the balance needed between hard work and rest/relaxing to achieve your personal goals.
I love practicing gratitude! It has allowed me to become a more positive person and to look for silver linings in dark skies.
CREDENTIALS
Certified Financial Planner (CFP), Chartered Special Needs Consultant, College Funding and Student Loan Advisor
EDUCATION
The University of Texas at Arlington (B.A.)




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COMPLIANCE DISCLAIMER

Securities offered through Institutional Securities Corporation
3500 Oak Lawn Avenue, Suite 400 Dallas, TX 75219

Member FINRA, SIPC

Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.

STATES SERVED
All 50 States
Virtual Appointments Available
SPECIALTIES:
  • Financial Planning
  • IRA
  • Legacy Planning
  • Litigation Support
  • Money Mindsets
  • Retirement planning
  • Special Needs Planning
  • Wealth Protection
LIFE STAGES:
  • College Graduate
  • New Job
  • Marriage
  • Starting a Family
  • Divorce
  • Widow
  • Retirement
LANGUAGES SPOKEN:
English