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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
 
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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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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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

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

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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?

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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

P. 205.477.5118
P. 256-617-7189

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Investment advisory services are offered through ColeFP, a Securities and Exchange Commission Registered Investment Advisor. We meet clients virtually throughout the country.

 

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