Helping You Make Wise Financial Decisions

Contact Form:

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.

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. Please check back in late 2017 - early 2018 as that may change.

It’s key that we be the right fit for each other. I most enjoy building ongoing advisory relationships with clients. In addition, 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 to discuss the possibility of working together and of being placed on the waiting list. I will contact you via email within a few days; if I'm traveling it may take me longer to reply. If you don't hear from me, please check your spam filter and/or give me a call at the number at the bottom of this page.

 

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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