A financial advisor with a unique holistic perspective.

 

 

 

As a Marin financial advisor with a unique holistic approach, Wealth Plus specializes in financial advice for women and young professionals, socially responsible investing, and helping people create a healthy relationship with money.


Our proven, time-tested model has helped hundreds of Wealth Plus clients achieve financial peace of mind. We partner with you to:

  • Develop personalized strategies designed to meet your objectives
  • Implement the combination of risk level, savings and growth that are right for you
  • Integrate your personal and business finances
  • Address the emotional aspects of money
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Holistic financial services

We offer many specialized services and a time-tested financial model that’s weathered market ups and downs. 

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Financial advice for women

Our team is uniquely qualified to support women in their pursuit of financial freedom and to help with life transitions.

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Financial advice for young professionals

Discover why putting a plan in place now is key and how we approach building a long-term relationship.

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Committed and collaborative

Alexandra Cock, JD, CLP, has been a successful financial advisor for over 20 years and has 28 years of experience in tax law.

About Us

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Empowerment, abundance and more

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Blog

Theme – Abundance

by Advisor Websites_2 on Jan 26, 2019

January, 2019

When I began my career change from practicing law about 30 years ago (yikes!), I was going through burn out. Part of my healing process was to learn metaphysics and become a Master Prosperity Teacher. During that training, we took an oath to heal the prosperity consciousness of the planet. I took that oath seriously then and still do.

When prospective clients come in to meet with me, they often ask how spirituality is applied at Wealth Plus. We embrace spiritual principles of abundance. That we each have the opportunity to realize and accept our good in every form. Their beliefs translate to them and their money – they can tap into the Infinite goodness for themselves. We know that abundance applies to our clients.

Despite outward appearances, we have much to be grateful for. Difficult though it is, at Wealth Plus, we keep our focus on that Truth as much as possible. It can be as simple as seeing the glass half full in a given situation or as complex as using guided meditation and affirmative prayer to heal a challenge. We balance this with seeing each financial situation realistically and responding appropriately.

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Freezing credit will now be Free. So Consider it!

by Advisor Websites_2 on Jan 24, 2019

SF Chronicle Section D September 17, 2018

Consumers will soon be able to freeze their credit files without charge.  So if you have not frozen your files – a recommended step to foil identity theft – now is a good time to take action, consumer advocates say.  Security freezes, often called credit freezes, are “absolutely” the best way to prevent criminals from using your personal information to open new accounts in your name, said Paul Stephens, Director of Policy and Advocacy with Privacy Rights Clearinghouse, a consumer advocacy nonprofit group.

Free freezes, which will be available Friday, were required as apart of broader financial legislation signed in May by President Trump. Two of the three major credits reporting bureaus, Equifax and TransUnion, have already abandoned the fees.  The third, Experian, said it would begin offering free credit freezes on Friday.  To be effective, freezes must be placed at all three bureaus. The Federal Trade Commission says that when this takes effect, its identity theft website will provide links to each bureau’s websites.

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FICO credit score to add bank account information

by Advisor Websites_2 on Jan 23, 2019

SF Chronicle Business Report Section D Pg. 1 & 3 by Kathleen Pender

Next year, lenders will have access to a new FICO credit score that will – for the first time and with the consumers’ permission – include information from a person’s checking or savings account, such as income and outgo, balances and over draft behavior, FICO of San Jose announced Monday.  FICO’s traditional, widely used credit scores rely only on information about a person’s credit usage and payment history drawn from the person’s report at one of the three big credit bureaus.  It does sell other scores, such as FICO XD, which use so-called alternative data, such as payment history from cable and utility data bases, but this is done without the consumer’s permission.

The new Ultra score is designed to help people who otherwise would be denied credit because their traditional score is too low or they have no credit history.  FICO is positioning it as a “second chance” for borrowers after lenders have looked at their traditional FICO score.  However, some lenders may look at it before looking at a potential borrower’s traditional score.  In that case, it could end up hurting borrowers who otherwise might have gotten credit, or better credit terms.

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