Cole Williams, CFP®, CIMA®, BFA™
Helping families navigate the messy middle with clarity and purpose
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Serving Clients Nationwide
Helping families navigate the messy middle with clarity and purpose
Areas of Focus
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About Cole Williams, CFP®, CIMA®, BFA™
Cole Williams brings nearly a decade of experience helping clients make sense of their finances and build plans that align with what matters most. He views money as a tool, a vessel to move from one place to another, and his goal is to help clients use it strategically to pursue their priorities and create the life they want.Cole’s background in life coaching adds a unique ability to ask the right questions and uncover the values that shape every decision.
As a fiduciary and CERTIFIED FINANCIAL PLANNER™ professional, Cole is committed to keeping his clients’ interests at the center of every decision. With years of hands-on financial planning experience, he knows what works, what doesn’t, and how to adapt a plan to fit real life. That expertise gives clients confidence that their future is not only well planned but on track.
Family is at the center of Cole’s life. He married Joanna in 2021, and raising their daughter keeps them both busy and inspired every day.
As the oldest of four, Cole learned the value of family early on, and he carries this perspective into both his personal life and his work, helping clients navigate their financial lives with the same care and focus on what matters most.
Professional Designations
- Behavioral Financial Advisor (BFA)
- CERTIFIED FINANCIAL PLANNER ®
- Certified Investment Management Analyst (CIMA)
Affiliations
-
CFP Board
- Fee Only Network
- Financial Planning Association
- Investments & Wealth Institute
- National Association of Personal Financial Advisors
- XY Planning Network
- Fee Only Network
Primary Location
Plano, TX 75023
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Vessel Financial Planning
At Vessel Financial Planning, we start with what matters most to you: your values, your goals, and the way you want to live. We help you bring clarity to your financial life so you can live fully today while building confidence in the future you’re creating.Planning That Puts Your Goals First
Experience matters when it comes to your financial future. At Vessel Financial Planning, Cole brings nearly a decade of proven insight to help you navigate investments, retirement, insurance, taxes, estate, and more.
The result is a financial plan that not only protects what you have today but also builds toward the life you want tomorrow. With a trusted advisor by your side, you can rest easy knowing your money is working for you, aligned with your priorities, your goals, and the future you want to create.
✔️ Investing & Wealth Planning
Aligning your investments with what matters most so your portfolio supports your goals, not the other way around.
✔️ Protection & Risk Management
Comprehensive insurance and estate plan reviews to safeguard your future and your family.
✔️ Life Stage Planning
Helping you balance today’s needs and tomorrow’s goals so you’re prepared for what’s next.
Financial Planning that Moves with You
Life doesn’t stand still, and your financial plan shouldn’t either. Vessel Financial Planning provides more than a single snapshot in time; we create plans that grow and adjust with your goals, values, and circumstances. With practical guidance and ongoing support, you can confidently move forward, knowing your financial life is aligned with where you want to go.
Your Values. Your Future.
You’re more than an account balance, you’re a person with goals, dreams, and values worth building around. We welcome you to start the conversation and discover how clarity today creates freedom and joy tomorrow.
Education
Texas A&M University, Bachelor of Science (B.S.), Economics
Hobbies and Interests
- Family
- Football
- Music
- Pickleball
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Parents
- Young Families
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Great Personal Partnership
Guiding my Finances to Match my Priorites
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