FINANCIAL COACH WHO I AM

As a Ramsey Solutions Master Financial Coach, James guides individuals, families and small businesses discover faith based, practical solutions to their financial challenges! James accomplishes helping others by listening to and understanding their situation, providing valuable information and providing encouragement to reach their goals.

Competence

Objectivity

Integrity

Confidentiality

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)
  • 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 couples should merge financial accounts
  • How families maintain financial peace

Retirement / Wealth Accumulation Coaching

  • How to select the appropriate investment options
  • Protect your assets from loss
  • When you can possibly retire
  • Learn about basic estate planning issues

Financial Crisis Coaching

  • Address possible foreclosure or related real estate issues
  • Consider options other than bankruptcy
  • Improve financial decision making

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

Contact James to schedule a free phone consultation for us to determine if a financial coaching session is right for you.

FINANCIAL COACH What to Expect &
Online Services

It’s easy to get started and invest in your future
The process is as follows:

  1. Make the decision to hire a financial coach and change your life
  2. Select a coaching session or a package and make the required payment
  3. Complete and sign a financial coaching agreement that you will be provided
  4. Complete the personal financial snapshot form that you will be provided
  5. Complete the cash flow form that you will be provided
  6. Return the completed documents to your financial coach
  7. Schedule a session, on a convenient day and time, to meet with your coach by phone, Zoom or GoToMeeting
  8. In addition to immediate feedback during the session, you’ll receive written recommendations within one business day

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.

$60

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.

$30

Financial-Coach-V6-6

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 $59.67.

$179

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 $53.90.

$539

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.