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ColeFP and Wealth Managment, Inc.
About + Contact
Fees
Our Process
Resources
Services
Schedule an Appointment
☎ (205) 477-5118
ColeFP and Wealth Managment, Inc.
About + Contact
Fees
Our Process
Resources
Services
Schedule an Appointment
☎ (205) 477-5118
About + Contact
Fees
Our Process
Resources
Services
Schedule an Appointment
☎ (205) 477-5118
 
10 Financial Statements to Live By
Aging, Financial Planning, Goals, Newsletter, Personal, Planning, Behavioral Finance Scott Cole 4/24/21 Aging, Financial Planning, Goals, Newsletter, Personal, Planning, Behavioral Finance Scott Cole 4/24/21

10 Financial Statements to Live By

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Some weeks we just feel things
Personal, Personal Finance, Psychology of Money, Financial Planning Scott Cole 5/16/20 Personal, Personal Finance, Psychology of Money, Financial Planning Scott Cole 5/16/20

Some weeks we just feel things

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The most important 2 minutes of my financial day
Financial Planning Scott Cole 9/30/19 Financial Planning Scott Cole 9/30/19

The most important 2 minutes of my financial day

It take me maybe 2 minutes every morning to track my expenses.

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Big Financial Decisions- Managing Data and Emotions
Behavioral Finance, Financial Planning Scott Cole 7/26/19 Behavioral Finance, Financial Planning Scott Cole 7/26/19

Big Financial Decisions- Managing Data and Emotions

There is no amount of data sufficient to remove the emotions from a financial decision.

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The Fiduciary Duty – Why is it so difficult?
Fiduciary, Financial Planning, Investments Guest User 6/5/19 Fiduciary, Financial Planning, Investments Guest User 6/5/19

The Fiduciary Duty – Why is it so difficult?

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Can I go to college on a budget?
Video, Financial Planning Guest User 1/11/19 Video, Financial Planning Guest User 1/11/19

Can I go to college on a budget?

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My CFP® Journey - A personal story
Personal, Financial Planning, Goals Guest User 11/12/18 Personal, Financial Planning, Goals Guest User 11/12/18

My CFP® Journey - A personal story

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ColeFP and Wealth Management, Inc.

Birmingham, AL
Madison, AL
Sarasota, FL
P. 205.477.5118
P. 256-617-7189

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ColeFP is a registered investment adviser in the states of Alabama, Florida, Louisiana, and Texas and is able to offer advisory services in these states plus other via exemption. We meet clients virtually throughout the country.

 

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