Thank you for visiting Cole Financial Consulting, LLC, an hourly-rate, independent financial planning and investment advisory firm dedicated to helping you make wise financial decisions.
I welcome you as a client regardless of income, wealth, age, or level of financial experience. Everyone deserves access to affordable, competent, and objective advice from a trusted financial professional. My goal is to enable you to maximize the benefits of your financial resources, whatever they may be.
Helping You Make Wise Financial Decisions:
In working with you in a collaborative relationship, my mission is:
- To candidly and confidentially discuss your finances, personal goals and financial experiences in order to develop and implement a personalized solution.
- To provide you with the information, analysis, tools, and personal advice you need to better understand and improve your financial situation.
- To motivate and empower you to make wise financial decisions in support of your life goals.
- To help you to maintain your financial course of action while adapting to changing financial conditions.
Personal Financial Advice:
While your advisory needs likely fit within the scope of standard areas of personal finance, the specific nuances of your situation and your concerns are unique and are best served with a customized approach. Through our collaboration I can help you answer such questions as:
- What financial changes should you make to reach your personal goals sooner?
- Are your investments sound, are they appropriate for you, and do you own them in the right proportions?
- How much money do you need to retire?
- How much can you afford to spend in each year of your pending retirement?
- How do you navigate your finances as a widow or widower?
- How do you best prepare for divorce and beyond?
- What should you do with your inheritance?
- What risks should you insure against?
- What updates might be needed to your estate plans?
I invite you to peruse my website, especially the Approach page as it describes how I approach Services differently. You'll learn what I do, how I do it, and how to get started.
Please don't hesitate to contact me to discuss your financial planning and investment advisory needs. You can also get to know me through my free workshops. Visit my Events page for topics, times and locations.
Sincerely,
Jennifer J. Cole, CFA, MBA, CFP®
Advisor ~ Planner ~ Advocate
Cole Financial Consulting, LLC