Thank you for visiting Cole Financial Consulting, LLC, an hourly, fee-only, independent financial planning and investment advisory firm dedicated to helping clients make wise financial decisions.

Money is woven through the fabric of our lives, no matter what our financial resources or experience. With the proper financial awareness, planning and commitment, each of us can reach our life goals more readily and securely. My firm's role is to provide practical advice to help you do just that.

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 aim is to enable you to maximize the benefits of your financial resources, whatever they may be.

Helping You Make Wise Financial Decisions:

My mission is to motivate and empower you, the client, to make wise financial decisions. Further, my mission is:

• To be an independent and seasoned professional at your side.
  

• To guide you with the information, analysis, tools, and personal advice you need to understand and improve your financial situation in support of your life goals.
  

• To candidly and confidentially discuss your finances and personal goals, your experiences with financial matters, and my recommendations of personalized solutions. 
  

• To encourage a collaborative and ongoing relationship to help you follow through on your action plans, maintain your financial course, and adapt more readily to changing circumstances.

Personal Financial Advice:

Your financial advisory needs likely fit within the scope of one or more standard areas of personal finance. Yet the specifics and nuances of your situation and 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 I make to reach my personal goals sooner?
• Are my investments any good, are they appropriate for me, and do I own them in the right proportions?
• How much money do I need to retire?
• I just retired; how much can I afford to spend each year?
• I've inherited some money; what should I do with my new-found wealth?
• What risks should we insure against?
• Do our life insurance policies and annuities meet our needs?
• How do I navigate my finances in widowhood?
• Can I afford to stay at home to raise our children?
• How do I best prepare for divorce and beyond?
  
• Should we make any changes to our estate plans?
• How can I avoid making another costly mistake?

I invite you to peruse this website, especially the Services and Approach pages. 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.

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Sincerely,                      

         

Jennifer J. Cole, CFA, MBA, CFP®

Advisor ~ Planner ~ Advocate

Cole Financial Consulting, LLC