Richard Cooke, CFP® 2Point0 Financial
- 9089 Rider Dr, Fishers, IN 46038
- (330) 442-0379
- https://www.2point0financial.com/
About Richard Cooke, CFP®
After 5 years in financial services, I felt burnt out. My wife and I decided to take a sabbatical in 2019. We spent the year traveling the world and visiting friends and family.
On that trip, I also took the time to reset and determine what what most important to me. I wasn’t sure what was next, but I knew whatever was next I was going to choose passion over paycheck.
My passion for personal finance was reignited on that trip. I had always loved working in personal finance, but I knew there had to be a better way that was focused on helping people first and making a living second.
So I started 2Point0 Financial. A firm designed for millennials who are trying to find their way in the world. We spend our time together figuring out what you want your life to look like and how we can use money to support that dream.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Gen Y/Millennials
- Sabbatical Planning
- Travel Enthusiasts
- Work/Life Balance
Ways Advisor Charges
- Monthly Fee
Fee Options
- Monthly Fee: $150+/mo
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
