Kelly Cole

Collaborative Professional

I have found that my hard-working clients do not have the time to educate themselves on how to create a prosperous, multigenerational plan on their own. I have been in the financial industry for over 15 years and understand the value of not only growing a client’s net worth, but also protecting it! I walk my
clients through a specialized process of education on what they currently own, help them to set goals that will meet their family’s needs then discuss the strategies they can utilize to get them there. I can help organize their entire financial world so that they can view it at the click of a button, on an app, on their phone. Real time information can help a client make intelligent financial decisions based on fact and not opinions.

As a fiduciary, I hold myself to a higher standard than most other professionals in the industry. I do what is absolutely in the best interest of the client. I strip out all the excessive fees and hidden costs to help your money grow with a greater rate of return. Going through a divorce is so very difficult, however I can eliminate your financial insecurities by creating a custom plan to help you grow your net worth to meet the new goals of this next chapter in your life.

I am the founder of the Monmouth County Collaborative Divorce and Mediation Professionals group. After going through my own divorce, I see the great value in going through a divorce with a team of collaborative professionals. The benefits for both spouses as well as the children can be enormous when compared to a traditional litigated divorce. My mission is to educate as many people as possible on this family-centric process, so that anyone can go through a divorce with respect and dignity. My goal for this group is to assist families during this emotional time by providing a highly trained team of specialized professionals so that we can help clients navigate this very personal and confusing time.