Cole Williams
advicer.bio/colewilliams

Cole Williams

Fee-Only Financial Planner at Vessel Financial Planning

Verified advisor · CFP® · CRD 6743119

I help young and mid-career professionals and their families align their use of money with what they value most. At Vessel, we go beyond investments to bring clarity, confidence, and purpose to every financial decision so that you can focus on the life you want to live. My clients tend to be busy, high-earning professionals (lawyers, physicians, tech leaders, executives, etc.) who are smart enough to know they need a plan but don't have the bandwidth to manage every detail themselves. They're essentially running their lives like a CEO: a lot of moving parts, high stakes, and not much margin for error. What they need isn't handholding. They need a trusted professional who shows up prepared, cuts to what matters most, and helps them make confident decisions about things like debt versus investing, equity compensation, or creating the financial runway to make a bold career move.

Niche
dual-income families, 30s and 40s, stock-based compensation
Listed in People
Intro video

Meet Cole

Fee-Only Financial Planner at Vessel Financial Planning

7
Tools in my stack
Altruist
Custodial Platform
Charles Schwab
Custodial Platform
RightCapital
Financial Planning
Hazel
Financial Planning, Tax Planning, Client Meeting Support
Holistiplan
Tax Planning
+2 more
Wealthtender
Advisor Lead Gen
0
Events coming up
1
Books, pods, letters
Plano Chamber of Commerce
Community · Member
0
Things I'm open to