Ian Cole

CFP®

Associate

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

Phone 815-427-1720
Address

236 Hamilton Rd.
Cedarburg, WI 53012

Ian Cole

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

Is your money aligned with you?

One of the greatest joys of my life is watching my kids grow. My wife and I have been married almost 14 years and the family God has given us brings us immense joy.


When we dream, goal-set, and plan together it's often around what kind of lives we want our kids to have, what we want them to be exposed to, learn from, and how best to help them flourish.


I love finding creative and strategic ways to align our money decisions with our hopes & dreams for our kids, and I love helping my clients do the same for those they care about--whether that's their children, parents, churches, or businesses.

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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Cedarburg Office

Phone:
815-427-1720
Mobile:
815-314-4748

Hours

By appointment.