Ambition FinancialBook an intro call

Your money should work as hard as you do.

We help optimize your finances so you can thrive in your career and life.

Book an intro call

We help move you from Confusion to Clarity

A cloud of financial terms — Index funds, ETFs, Tax loss harvesting, Lifetime tax optimization, Donor-advised funds, Charitable bunching, Mega backdoor Roths, Safe withdrawal rates, Monte Carlo simulations, Inflation, Withdrawal sequencing, Sequence-of-returns risk, Roth conversion ladders, Estate planning, Required minimum distributions, Social Security claiming strategy, Direct indexing, Financial independence, Early retirement, Portfolio allocation, RSUs, ESPP, Stock options — swirling around a question mark.

  • 01Your high-impact goals identified
  • 02An optimized plan to reach them
  • 03A trusted partner to help you along the way

From Analysis Paralysis to Progressing

Where most people are

Analysis Paralysis

  • Struggling to find time to get your finances in order while juggling work, family, health, and everything else
  • Unsure which steps to take given numerous options

Where we take you

Progressing

  • ✓Following a clear roadmap to optimize your financial life
  • ✓Focusing on the highest leverage opportunities first; all other items on the back burner
  • ✓Chipping away at the highest priority opportunities, one at a time

Our process

Ready to start making progress? Here's how it works.

01

Intro call

30 mins
  • Quick overview of what we offer
  • We answer any questions you have about our firm, process, and pricing
  • No high-pressure sales pitch
02

Clarity call

60 mins
  • Understand your life & finances
  • Brainstorm your goals & problems to be solved
  • We answer any additional questions you have
03

Commit to working together

04

Initial financial plan

One-time
  • Projected income, spending, & net worth
  • Key goals & recommended steps to reach them
  • Optimized portfolio allocation
05

Implementation & continuous optimization

Ongoing
  • Prioritize top 2–3 areas to focus first
  • We help you stay on track with implementing changes
  • Plan is updated regularly as time passes and your life evolves

Ready to move from
confusion to clarity?

Book an intro call

Our services

Our flagship service is Ongoing Financial Planning and Investment Management.

Here's a few of the key areas we will take off your plate:

Income & spendingAssets & debtInvestingRetirementEstate planningTax optimization

Looking for help with a one-time financial plan or other specific topics? Book an intro call and we'll see how we can help.

Justin, founder of Ambition Financial, on the coast near San Luis Obispo
Justin CookOwner & Financial Advisor, Ambition Financial

Hey, I'm Justin.

By day, I'm a Finance Director at Cisco. By night (and early morning 🙂), I serve a select group of clients at Ambition Financial.

In my 10+ years at Cisco, I've had the privilege of:

  • Helping Cisco make great acquisitions & investments
  • Building a team to lead financial reporting for Cisco's software business

I thrive on untangling complex problems and providing clear frameworks to make great financial decisions.

With Ambition Financial, I use this experience to craft you a financial plan that would get a two thumbs up from a Fortune 500 CFO.

My wife and I live in San Luis Obispo; a small town on the coast of California. When I'm not staring at a spreadsheet, you'll likely find me:

  • Taking an early morning yoga class (a new favorite)
  • Playing pickleball or hiking
  • Playing legos with my 6-year-old nephew
  • Procrastinating on home-improvement projects 😎

Frequently asked questions

Yes. Since Ambition Financial is structured as a Registered Investment Advisor (RIA), we are legally obligated to act in our clients’ best interests. We will put you first, to the best of our ability.

Have any other questions?
Ready to get started?

Book an intro call