Helping You Make Wise Financial Decisions

Contact Form:

In order to provide a high level of service to my current and returning clients, I am unable to accept new clients at this point. Feel free to check back in Summer 2018 as that may change.

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Thank you for visiting my website. If you haven't already, I encourage you to visit the Approach page for details about the way I work and about my fees.

It’s key that we be the right fit for each other. I’ve found that my services are most suitable for those who:

  • Are truly open to hearing another point of view about their financial situation.
  • Eagerly accept new information and develop new skills and habits.
  • Meet deadlines and follow-through on the decisions we make together.
  • Are organized and diligent about adhering to -- and updating -- financial and investment plans.
  • Appreciate the need for additional advice when faced with changing circumstances or new opportunities.
  • Value the ability to get financial advice on an as-needed basis and recognize its cost efficiency.
  • Are comfortable using technology (emails, uploads, downloads, screen-sharing).

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Please complete the following form if you would like me to have your information on file. Since I am not currently accepting new clients, I will respond when I am scheduling new clients or if your comments require a reply. (This form has no "out of office" message capability, so simply reply to the automated email to check for any travels.)

 

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In-Person Meetings:

While my home base is the East Mountains, I meet with clients at facilities in Albuquerque (usually Tuesdays) and Santa Fe (usually Thursdays). Client meetings are sometimes held at another mutually-convenient location. (I also meet with clients in the Denver area several times a year.)

Mailing Address:

Jennifer J. Cole, CFA, MBA, CFP®
Cole Financial Consulting, LLC
P.O. Box 1109
Sandia Park, NM  87047

Additional Contact Information:

505-286-7915   Main Office Land-Line