FINANCIAL COACH Testimonials

James is a very knowledgeable and gifted financial counselor. He takes a very difficult topic (family finance) and helps you feel at ease in getting to the root cause of whatever the issue is, and then working with you to find a path to improved financial habits and results. But more than just financial guidance, James has a gift to help people communicate and get on the same page regarding long term personal and financial goals and day to day financial habits. We have gone from frustration and fear to collaboration and hope for a great financial future. My wife and I will be forever grateful to James for the tools he has given us to get on the same page for our successful financial future.

Steve and Katherine - FL

By working with James over the past couple of years, my personal financial condition has improved significantly. His advice is sound and reliable. I highly recommend James as a financial coach and trusted mentor.

Steve - GA

James has always provided sound financial advice and is extremely knowledgeable in all aspects of personal finance, retirement planning, and overall savings/investment philosophy. He took a genuine personal interest in the success of my retirement planning offering me excellent advice about the financial and investment options I should consider in this unstable, low interest rate investment market. He recently provided me an excellent overview of the positive and negative aspects of investing in bonds in various market environments.

Joe - TN

We recently started a new financial services business. This large and important undertaking was made smooth and easy with James' help. He made recommendations for the professionals we needed to be successfully (CPA, attorney, etc.) and provided basic start up financial information needed. Having James' expertise at the beginning helped us avoid costly mistakes.

Paul and Deb - GA