Empowered Financial Planning and WEalth Management

By helping you direct your resources towards what matters most in your life, Cole Financial Planning and Wealth Management, Inc (COLEFP) creates a pathway towards a stable, secure financial future. Our goal is to empower you to make intentional decisions with your money that will fulfill your values and realize your dreams. Financial planning is our life’s work, and over the years we’ve built an accessible practice that puts our clients first. Join us today




We believe our Fee-Only financial planning structure is the best way to serve you! Learn more about it here. Also check out some of our affiliations and community involvement. 


Check out the latest and greatest from ColeFP. Subscribe to our free e-newsletter.  Read our current thoughts on life, personal finance and beyond on our blog. Connect with us via social media or watch one of our new videos.  We want to connect with you!



Getting comfortable? Ready to get started? This is your one stop shop for ColeFP client forms, policies and more. Take a look and begin brightening your financial future today.