As a former CPA and a Ramsey Solutions Master Financial Coach, James guides individuals, families and small businesses to discover faith based, practical solutions for their financial challenges! James accomplishes helping others by listening to and understanding their situation, providing valuable education and financial tools, and providing encouragement to reach their goals. James is a member of The American Association of Christian Counselors.
FINANCIAL COACH A Financial Coach can help you handle common financial challenges
If you have these, any combination or other financial challenges, James is ready to guide you so you become the financial hero! You should be committed and have a real desire to make positive changes to the way you view money, assets and liabilities.
Basic Financial Coaching
- Create a plan to reach your financial goals
- Reduce / eliminate debt
- Communicate with and deal with debt collectors
- Create a cash flow spending plan (budget) – 3 types of spending
- Improve financial discipline
- Save for emergencies and/or future purchases
- Allocation of spending to the 5 priorities for the uses of money
- Organize specific bank accounts to manage personal cash flow
Premarital/Couple Coaching
Certified SYMBIS Assessment Facilitator
- Plan your premarital/newlywed financial relationship
- Improve financial accountability for married couples
- How should couples merge their financial life/accounts
- How families maintain financial peace
Retirement / Wealth Accumulation Coaching
- Education, not specific advice regarding investing
- Education regarding protecting your assets from loss
- Education regarding basic estate planning issues
- Answer the question – “when can I possibly retire”
Financial Coaching – Special Situations
- Probate accounting for personal estates
- Foreclosure or related real estate issues
- Options other than bankruptcy
- Large windfall due to inheritance or winnings
Small Business Coaching
- Start a small business and keep expenses separate
- Organize specific bank accounts to manage business cash flow
- How will business income be taxed
Contact James
I offer a complimentary consultation via telephone or Zoom to discuss if financial coaching would be beneficial for you. You may schedule an appointment online by clicking on
FINANCIAL COACH What to Expect &
Online Services
It’s easy to get started and invest in your future
The process is as follows:
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- Make the decision to hire a financial coach and change your life
- Select a coaching session or a package and make the required payment
- Complete and sign a financial coaching agreement that you will be provided
- Complete the personal financial snapshot form that you will be provided
- Complete the financial capability assessment (8 questions)
- Complete the Excel cash flow form that you will be provided
- Return the completed documents to your financial coach
- Schedule a session, on a convenient day and time, to meet with your coach in person, by phone or a virtual meeting using Zoom
Initial
coaching session
The initial session lasts about an hour, usually a little longer. There is preparation work for everyone involved before the session occurs.
$99
Continuing
one-hour coaching
Any subsequent coaching time can be used in increments of at least 10 minutes. These sessions are usually by phone to follow up the initial session and address any new financial matter.
$80
Continuing
1/2 hour coaching session
Any subsequent coaching time can be used in increments of at least 10 minutes. These sessions are usually by phone to follow up the initial session and address any new financial matter.
$40
Package of three
coaching sessions
The initial session lasts about an hour. Then two full hours to follow up the initial session and address any new financial matter. The special brings down the average cost per session to $66.
$199
Package of ten
coaching sessions
The initial session lasts about an hour. Then nine full hours to follow up the initial session and address any new financial matter. The special brings down the average cost per session to $60.
$599
1. Depending on your personal situation you may need just one session or several. After any full session, a 15-minute follow-up phone conversation is included to address any outstanding issues which may need attention.
2. Of course, you may purchase a session or package for your friends or family.
3. If a package of coaching sessions is purchased and I am unable to provide any remaining coaching sessions, you will be entitled to a refund of any remaining credit.
