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Our Process

At the Center of You

Planning well, investing confidently, and living your best life begins at the center of you. We want to get back to that place, where your hopes and dreams were born. Before they were plans and strategy. When they still glittered with hope. That is the place where we start because it is where only possibility exists. We can take from you the burden of strategy and replace it with the excitement of potential. We root our process in this place so that everything we do traces back to it. Your center remains ours. Cooney Associates exists at the center of you.

"If you want a happy life, have a goal" - Albert Einstein

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