Cole Williams CFP®, CIMA®, BFA™

Vessel Financial Planning was built around a simple observation: many people find themselves navigating what I often call the "messy middle" of life. It's this period when careers evolve, family responsibilities grow, and expectations (both internal and external) are constantly in flux. Incomes may be rising, but so are the number of meaningful (and sometimes competing) decisions: building a cushion for emergencies, planning for retirement, preparing for kids' futures, and protecting progress against life's inevitable surprises. I’m a CERTIFIED FINANCIAL PLANNER® professional (CFP®), Certified Investment Management Analyst® (CIMA®), and Behavioral Financial Advisor™ (BFA™) with nine years of experience in the planning profession. My work centers on helping people to make sense of comp...