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#Abacus finance registration#
Registration does not imply a certain level of skill or training.
Katy enjoys spending time with her friends and family, and on weekends, you can find her sorting Lego pieces into 25 categories.īig Red Abacus, LLC dba Abacus Financial Planning (“AFP”) is a registered investment advisor offering advisory services in the States of Washington and Louisiana and in other jurisdictions where exempted. She serves as a volunteer tax preparer, though you can’t pay her enough money to do your taxes. She previously served in AmeriCorps offering financial support services for people with low income or developmental disabilities. Katy volunteers with non-profit organizations that support children, family health, and education through board and committee work. She continues to teach finance and business classes at Southern New Hampshire University. This is a great fit in financial planning, where Katy provides gentle support on the side. While teaching, Katy gravitated to the “guide on the side” model of teaching, rather than the “sage on the stage” model. in Applied Mathematics from Princeton University, where she was a National Science Foundation Graduate Research Fellow. Prior to being a financial planner, Katy spent a decade in teaching and independent consulting focused on “data for do-gooders.” She completed a BS in Mathematics at the University of Texas at Austin and a financial planning certificate with Boston University.
She enjoys helping people explore financial scenarios and understand the long-term impact of small (and large) choices. Katy helps women, their families, and anyone historically underserved by the financial industry use money to live the life they want. She has also seen how that plan can be tested with health concerns and a global pandemic. She saw firsthand the peace of mind that comes with having a roadmap to guide investing and spending decisions. Katy Cook is a Principal at Abacus Financial Planning and decided to change careers and go into financial planning after creating her parents’ retirement plan. A fiduciary puts the client’s interest first. Fee-only means that we are paid only by you, reducing the potential for a conflict of interest.
#Abacus finance how to#
Abacus Financial Planning acts as a partner to help clients prioritize what they want in life and figure out how to use money to get there.Īs a fee-only fiduciary, Abacus Financial Planning provides unbiased expertise. Money is complicated, abstract, and always changing.