Tag Archives: Investments

Lifetime Financial Strategies (A 21st Century Financial Planning Process) With Cary Cowan

A lot of times people are afraid to discuss their finances since it requires you to open up your entire life and become vulnerable for the vision you wish to create for the future.

In this episode of the SimplyAdvised podcast we talk with Cary Cowan, chairman and CEO of Cowan Financial Group, about his intriguing book that teaches clients and financial professionals a philosophical and relationship-based approach to financial planning that is unlike any other.

Cary Cowan discusses: 

  • The ideology and meaning behind his book 
  • How the book helps clients prepare for their personal and financial visions
  • How to maintain and build honest long-term relationships with clients
  • The six steps to financial planning
  •  And more


Connect With Cary Cowan:

About Our Guest: 

Cary Cowan is a certified financial planner, although he wants to be known as a life planner and is the CEO of Cowan Financial Group. In 1970, he began his career in the insurance industry, and in 1979, he founded his own firm, expanding his practise to encompass financial and retirement planning, business planning, and investments.

He believes that a true financial professional listens to clients and prospects and understands what they are saying. “You have to be empathetic to your client’s needs and not your own pocketbook.” Cary believes in forming long term relationships and not just clientele. It is his philosophy that propelled him to write this book to help others understand more than just numeric fundamentals of financial planning.