Ian Cole
CFP®
Life is about purpose, meaning, & relationships. Not money. But all too often, money decisions limit our flourishing as human beings. Let me help you strategically align your money decisions with your values & goals so you can focus on what truly matters.
State(s) Licensed: AL, FL, IL, IN, KY, MI, NC, NY, OH, PA, SC, VA, WI, WV
236 Hamilton Rd.
Cedarburg, WI 53012
Life is about purpose, meaning, & relationships. Not money. But all too often, money decisions limit our flourishing as human beings. Let me help you strategically align your money decisions with your values & goals so you can focus on what truly matters.
State(s) Licensed: AL, FL, IL, IN, KY, MI, NC, NY, OH, PA, SC, VA, WI, WV
Your goals and values guide my work
Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.
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Location
Cedarburg Office
- Phone:
- 815-427-1720
- Mobile:
- 815-314-4748
Hours
By appointment.