Welcome to Cognition Financial.
In the dynamic world of entrepreneurship, the financial industry often overlooks the challenges and opportunities today’s business owners face. While traditional financial planners focus on individuals nearing retirement, a gap exists in providing actionable, tailored advice for the ambitious entrepreneurs and small business owners shaping our future.
At Cognition Financial, our vision is to fill this gap.
As an independent, fee-only fiduciary advisor, we’re dedicated to serving entrepreneurs, growing families, and driven individuals — those transitioning from managing debt to prioritizing growth. We understand money is a tool that, when used wisely, can align with your values and empower your life’s goals and priorities.
Founded on the principle that every entrepreneur deserves a financial plan as innovative as their business ideas, Cognition Financial offers fresh, personalized financial strategies tailored to your unique journey as a business owner.
We aren’t your average financial firm.
Cognition Financial stands apart by meeting you exactly where you are—whether you’re launching a startup, scaling your business, or planning for the next generation. Your goals shape our strategies, ensuring a personalized approach to fuel your business’s growth, protect your family’s future, and simplify the complexities of investments and savings.
Unlike other financial planners who might push products, we focus on empowering you. We provide clear, actionable advice, allowing you to choose the best path for you and your business.
Because our mission is simple – to give you the tools and knowledge you need to create the financial future you envision for yourself, your loved ones, and your business.
Meet Jason – founder of Cognition Financial, financial planner, and relentless advocate for your financial success.
My path to founding Cognition Financial wasn’t straight or easy, but deeply personal. Growing up in a large family where the end of the month often meant more bills than money, I experienced firsthand the stress and uncertainty financial instability brings. Later, as a single parent, I faced the daunting challenge of providing for my family while striving to ensure a better future.
It was during these times that I learned the true value of financial planning—not just as a means to wealth but also as a tool for creating peace of mind and securing freedom.
My journey from financial stress to clarity wasn’t just about overcoming personal obstacles – it was a journey of personal transformation. I learned that with the right knowledge and strategies, money could be a powerful tool for achieving one’s dreams and living a life aligned with one’s values and priorities. This realization ignited my passion to help others find their path to financial empowerment.
With years of experience and unwavering dedication, I’ve made it my life’s mission to demystify the world of finances for others.
When I’m not unraveling financial puzzles, I’m often immersed in sci-fi worlds, spending quality time with my children and girlfriend, and volunteering at the local food pantry.
