ColeFP and Wealth Managment, Inc.
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Schedule an Appointment ☎ (205) 477-5118
About + ContactFeesOur ProcessResourcesServices
ColeFP and Wealth Managment, Inc.
Schedule an Appointment☎ (205) 477-5118
 
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Tax Prepartion Time- 4 Things to Remember
Newsletter, Taxes, VideoScott ColeJanuary 26, 2024taxes, qcd, ira, tax review, tax planning, tips, newsletterComment
Back To School
Back To School
Kids and Money, Personal Finance, Employee BenefitsGuest UserAugust 25, 2022employee benefits, back to school, French, pom, pomodora technique, HSA, FSAComment
10 Financial Statements to Live By
10 Financial Statements to Live By
Aging, Financial Planning, Goals, Newsletter, Personal, Planning, Behavioral FinanceScott ColeApril 24, 2021personal finance, Savings, Advice, Philosophical, Oscar Wilde, Conservative, Progressive, Change, RetirementComment
Reader Mailbag: Is the Market Overvalued and other stuff
Reader Mailbag: Is the Market Overvalued and other stuff
Investments, Newsletter, Planning, Psychology of Money, GoalsScott ColeFebruary 13, 2021valuations, Markets, Market Timing, Narratives, Burton Malkiel, Cathie Wood, dog, foo fighters, investing, EnoughComment
Little and Often
Little and Often

Life seems to happen so fast, we dismiss the value of being slow.

Read More
Newsletter, Personal Finance, Psychology of MoneyScott ColeJanuary 23, 2021Scarcity, turtle, hare, aesop fable, compounding, mortgage, pace of life, procrastination, race, debt management, investing, estate planning, writing, intentionalityComment
Investing Under the Influence
Investing Under the Influence
Behavioral Finance, Newsletter, PersonalScott ColeAugust 29, 2020Influence, Reading, Social Media, Virus, Bitcoin, Gold, Stock Market, Bonds, MentorComment
Benchmarks and the only return that matters
Benchmarks and the only return that matters
Goals, Investments, Newsletter, Personal, Social, TechnologyScott ColeJuly 4, 2020Benchmarks, Freedom, OneDrive, Pictures, 4th of July, Nasdaq, Financial Goals, Weight Loss, Return on Life, Social Media, Technology, Lake Wobegon, ComparisonsComment
Work Hard, Be Kind and Make Choices….Repeat
Work Hard, Be Kind and Make Choices….Repeat
Kids and Money, Goals, Social, TechnologyScott ColeMay 30, 2020Work, Kindness, Decisions, Parenting, financial advice, Technology, Wendell BerryComment
Some weeks we just feel things
Some weeks we just feel things
Personal, Personal Finance, Psychology of Money, Financial PlanningScott ColeMay 16, 2020Covid-19, Guilt, Gratitude, N, investments, PPP, SBA, productivityComment
Covid-19 and the 5 Stages of Grief
Covid-19 and the 5 Stages of Grief
Personal, SocialScott ColeMay 2, 2020Covid-19, Grief, Acceptance, Newness, Stat, CoronavirusComment
Sometimes you can wait to open your statements
Sometimes you can wait to open your statements

There is a unique weariness to waiting.

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Newsletter, Psychology of MoneyScott ColeMarch 29, 2020Statements, Waiting, Coronavirus, Markets, Jobs, Money, Unemployement, VaccineComment
US Interstate I-20/59 and the Surprises of Life
US Interstate I-20/59 and the Surprises of Life
Planning, Newsletter, MediaScott ColeJanuary 24, 202020/59, Surprise, Uncertainty, Predictions, Expectations, stock, Economy, Elections, FutureComment
Fun Start to the Year/Decade
Fun Start to the Year/Decade
MediaScott ColeJanuary 9, 2020press, Questions, Stock Market, 2020, GeoPolitics, Retirement Funds, NBCNews, CNBC, Forbes, Hourly Planning, Financial MediaComment
The most important 2 minutes of my financial day
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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Financial PlanningScott ColeSeptember 30, 2019Cash Flow, Newsletter, Saving, Spending, Giving, TwoMinutes, Quicken, Expense Planning, PersonalComment
Big Financial Decisions- Managing Data and Emotions
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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Behavioral Finance, Financial PlanningScott ColeJuly 26, 2019books, housing, emotions, dataComment
The Fiduciary Duty – Why is it so difficult?
The Fiduciary Duty – Why is it so difficult?
Fiduciary, Financial Planning, InvestmentsGuest UserJune 5, 2019Comment
The "Latte Factor" and Reality
The "Latte Factor" and Reality
Money Management, Personal Finance, Saving and InvestingGuest UserMay 23, 2019latte factorComment
Having "the talk" with my daughter
Having "the talk" with my daughter
Behavioral Finance, Investments, Kids and Money, Psychology of Money, Saving and InvestingScott ColeFebruary 15, 2019Presidents Day, Women and Investing, Dads and Daughters, Referential Bias, Bird and BeesComment
Why even advisors need advisors
Why even advisors need advisors
Investments, Newsletter, Behavioral FinanceScott ColeFebruary 1, 2019Expectations, Fee Only Financial Planning, Snow, Snowday, Deep South, Robo, Advice, capitalism, InvestingComment
Can I go to college on a budget?
Can I go to college on a budget?
Video, Financial PlanningGuest UserJanuary 11, 2019College Education, Paying for CollegeComment
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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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