Client Resources
Interested in learning more about how you feel about risk? Take our free assessment.
Interested in learning more about how you feel about risk? Take our free assessment.
Below is a list of our client forms with a short summary of each. We invite you to look over these forms and to complete them before meeting with us. These are invaluable in our assessment of your needs and help us create a plan tailored around you.
When we meet for our "Get Acquainted" meeting, we will review the important information you provide via this confidential questionnaire.
This form is not necessary for the "Get Acquainted" meeting, but some situation require a more detailed assessment of cash flow. This form helps those clients track income and expenses. ColeFP will discuss with you whether or not this form is necessary to complete.
ColeFP is committed to full transparency and disclosure. We invite our prospects and clients to view our ADV Part II. As a Registered Investment Advisory firm, we are required to offer this disclosure document to our clients annually. This form is our most recent filing.
Please take a moment to peruse our most recent articles, featured content, and other financial resources.
Life seems to happen so fast, we dismiss the value of being slow.
There is a unique weariness to waiting.
It take me maybe 2 minutes every morning to track my expenses.
There is no amount of data sufficient to remove the emotions from a financial decision.