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.
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).
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.)
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.)
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