Cole Williams, CFP®, CIMA®, BFA™
founder @ vessel financial planning
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.
About / Who I Help
Education & Experience
Certified Investment Management Analyst (CIMA®)
Behavioral Financial Advisor (BFA™)
What I Help With
Certified Financial Planner (CFP®)
Equity Compensation & Tax Strategy
Financial Planning (Flat Fee)
Starting Point: 90 Day Planning Process
Journey: Ongoing Financial Advisory
Investment Management & Portfolio Strategy
Retirement/Financial Independence Planning
What I Help With
I'm a proud fan of the Dallas Cowboys and the Texas A&M Aggies. If you're wondering whether that's shaped my ability to stay calm, think long-term, and not make emotional decisions, I'd say yes, and I've had a lot of practice.
Certified Professional Life Coach via Equipping for Impact
Why I’m Different
Most financial advisors focus on what you do with your money. I focus on that and why you do what you do with it. In my experience, the second question is usually the more important one. I have a background in both behavioral finance and life coaching, which means every financial plan I build starts with a values exercise. The goal isn't just an optimized portfolio, it's a plan that actually reflects what matters most to you. I've seen clients make braver, better decisions when their money has a clear purpose behind it. I'm also in the thick of the same wealth-building season many of my clients are navigating. I'm growing a young business, raising a young daughter with my wife, and trying to be purposeful about how I invest my time and money right now, not just someday. I personally resonate with the journey many of my clients are navigating.
cole@vesselplanning.com
972-581-9010
