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Note to Existing & Previous Clients
I've been coaching individuals and families now for nine years, since mostly retiring in 2014. Although my financial coaching business has been operated as a for profit organization, it has always been more of a ministry mostly covering business expenses. The cost of using technology (hardware and software), website fees and credit card processing fees accumulate quickly.
Per God's desire for me, I am moving even closer to being a ministry to others.
I've moved to a free website, so it's not as robust as the original I used. I know longer accept online payments and removed my email address from the site to cut down on spam and phishing emails.
For now, I still serve existing clients which have a credit for coaching time. I may take on a new client or a previous client, but only after I have consulted with them.
My focus going forward will include the larger topic of Godly Stewardship and less on personal investing education. I also plan to spend more time coaching and teaching groups and less time on individual coaching.
I will continue my business phone line, but will accept calls from only existing clients or potential clients that leave a message for a call back. You may still refer your family and friends to me, but I'll need to be selective to make sure that my goals and my potential clients' goals align.
I'm working toward a certification to become a Certified Church Consultant to help with accounting and business issues. For example, Pastors are treated as an employee and as an independent contractor, so Pastors have some special income tax considerations to deal with and generally need help. I do not engage in preparing tax returns but I can help churches and pastors navigate tax issues.
God has been very generous with me providing certain skills to be used to further the Great Commission. I can't do any of this on my own, God deserves all the credit. I'm just trying to follow his calling and use the skills provided for His glory!
Although, I expect most of my clients will identify as Christians or a church for Christians, I will serve anyone that God leads to me according to His will.
Please pray for me and this ministry that God always receives the glory!
I so appreciate the support from Susan, my wife, and the many mentors I have, some personal and some through their teachings.
About Financial Coach 4 You
Who Am I
James is a Certified Christian Financial Counselor and a Ramsey Solutions Master Financial Coach. As a former CPA, 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 personal goals. Christian financial counseling includes topics on Stewardship.
Faith Based, Practical Solutions
Depending on your personal situation you may need just one session or several. After any full session, a follow-up phone conversation is included to address any outstanding issues which may need attention.
You may purchase a session or package for your friends or family.