Helping You Make Wise Financial Decisions

Welcome

Thank you for visiting Cole Financial Consulting, LLC, an hourly-rate, independent financial planning and investment advisory firm dedicated to helping clients make wise financial decisions. Based in Sandia Park, NM, I meet with clients in Albuquerque and Santa Fe, as well as in Denver, Colorado. I also work remotely with clients located outside those areas.

I serve clients of all levels of income, wealth, age, and financial experience. Everyone deserves access to affordable, competent, and objective advice from a trusted financial professional. My goal is to help my clients maximize the benefits of their financial resources, whatever they may be.

Please note: I am no longer accepting new clients. I encourage you to search on the web for other hourly-rate financial planners/advisors. Search -- in varying combinations -- the words: hourly-rate, hourly fee-only, financial advice, financial planning, and 'your state' to find someone taking new clients. You can also check the directories at

   https://www.garrettplanningnetwork.com/search_results
   https://www.garrettplanningnetwork.com/search_results?ttid=253&location_value=
   https://www.napfa.org/find-an-advisor?q=&exp=Fee+Structure%3AHourly#tab=filters
   https://www.xyplanningnetwork.com/

I wish you the best in your search for the right hourly-rate advisor/planner for you.


Sincerely,                      

Jen's Signature                     

Jennifer J. Cole, CFA, MBA, CFP®

Advisor ~ Planner ~ Advocate

Cole Financial Consulting, LLC