Understanding Your Money Story with Amy Cook

Amy Cook, MSPFP, MPAS®, CFP®, is the proud founder of Maven Lane Financial Group in San Mateo, CA. Listen in as she discusses why understanding your money story is such a crucial part of attaining financial independence.

Amy Cook, MSPFP, MPAS®, CFP®, is the proud founder of Maven Lane Financial Group in San Mateo, CA. She has over 15 years of experience as a financial advisor and is no stranger to the unique financial challenges that women face. We’re so excited to have her in our Purse Strings network and on the show today to share insights from her new book, Your Money Narrative.

Listen in as Amy discusses why understanding your money story is such a crucial part of attaining financial independence. We’ll explore societal expectations, gender roles, and the impact of early experiences on our financial decisions. Stay tuned for a great conversation on breaking free from limiting money narratives and empowering the next generation by sharing our money stories!

 

Here’s some of what we discuss in this episode:

 

  • Forming beliefs and decisions about money based on your previous experiences
  • How gender roles and societal expectations impact these money stories
  • Breaking free from limiting money narratives by talking about your experiences and challenging your ingrained beliefs
  • How we can use our money stories to inspire and empower the next generation to be financially savvy and independent
  • Amy’s new book + choices and personal priorities in budgeting

 

Learn a little more about Amy:

 

Early in her career, Amy managed a mortgage company branch, witnessing clients reactively approaching financial decisions. Determined to help people avoid mistakes, she became a financial advisor in 2009, driven by a passion for guiding clients to realistic, attainable goals. Now the proud founder of Maven Lane Financial Group in the Bay area, she advocates for proactive personal finance.

Amy pursued financial education, earning her CERTIFIED FINANCIAL PLANNER™ certification and a Master’s degree in Personal Financial Planning. With clients in various life stages and industries, Amy aims to be part of your financial team, offering guidance in the ever-changing landscape of financial planning.

Amy is thrilled about her new book, Your Money Narrative, and is a mother of two grown daughters. In her spare time, she enjoys being home with her cute cats and working on passion projects, including decorating, antiques, and a series of children’s books about collections.

 

Episode Links:

 

Where you can find Amy:

https://pursestrings.co/professional/financial-advisor/california/san-mateo/amy-cook-mspfp-mpas-cfp/

https://www.mavenlanefinancialgroup.com/

Read an excerpt from Amy’s book, Your Money Narrative

https://www.yourmoneynarrative.com/excerpt

Your Money Narrative Checklists

https://www.yourmoneynarrative.com/resources

Amy on social media

https://www.linkedin.com/in/amy-cook-mspfp-mpas%C2%AE-cfp%C2%AE-3239199/

https://www.facebook.com/mavenlanefinancialgroup