What About Us Financial
@whataboutusfinancial.com
We all deserve the dream of achieving financial goals! Get a handle on your budget, pay down debts, save more, invest wisely, and achieve your goals.
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What About Us Financial's Brand Colors
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Color name
RGB
HSL
CMYK
#9B5134
Mule Fawn
155, 81, 52
17, 50, 41
0, 48, 66, 39
#EFEFEF
Gallery
239, 239, 239
0, 0, 94
0, 0, 0, 6
#3A3A3A
Mine Shaft
58, 58, 58
0, 0, 23
0, 0, 0, 77
About What About Us Financial
What About Us Financial, LLC is a registered investment advisor founded in 2019 to challenge intimidating, product-driven practices and make financial guidance more accessible. Led by founder Carrie Cook, a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning Counselor with an MBA, the firm emphasizes compassionate, client-centered service and a fiduciary duty to act in clients’ best interests. Its mission is to empower underserved communities to build financial confidence and work toward greater security and freedom.
The firm serves women, people of color and multicultural communities, LGBTQIA+ individuals, environmental activists, social justice champions, and younger generations. Its guidance helps clients get organized around budgeting, paying down debt, saving, investing, and pursuing personal financial goals. Rather than assuming wealth is a prerequisite for financial progress, What About Us Financial encourages thoughtful planning as a way for more people to prosper.
Based in Bellbrook, Ohio, the firm offers flexible ways to meet, including by phone, video conference, or in person at a client’s preferred location.
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Finance
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