Andrew Cochran, CFP®

Why this work?

I like being someone people can turn to when they have a question or a decision to make. Most people are busy with work, family, and everything else that fills a week. Keeping up with their finances can become one more thing they haven’t had time to get to. I enjoy helping them work through it and get a plan in place.

What’s the first question you ask in a first meeting?

“What’s been on your mind?” There’s usually a reason someone decided to sit down with a financial advisor, and I want to hear that first. It might be a big change coming up or a feeling that they need to get organized. We can work through the details once I understand what brought them in.

What do you wish more people understood about money?

You don’t have to spend all your free time thinking about money to take good care of it. Getting organized, understanding your options, and having someone you trust to talk things through with can go a long way.

I want clients to understand the decisions we’re making together, but I also want their plan to give them room to enjoy the life they’re working for.

What kind of client do you do your best work with?

Someone who wants help, is willing to have an honest conversation, and follows through on what we decide together. They don’t need to arrive with everything organized. We can start wherever they are.

I enjoy working with people who have full lives and want a dependable person in their corner to help keep the financial pieces moving.

Where would I find you on a Saturday?

If it’s football season, there’s a good chance I’m at a college game. Otherwise, I might be fly fishing, duck hunting, or catching live music.

Education and credentials:

Bachelor’s Degree | University of Alabama
Master’s Degree | University of Tennessee

CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional