We highly recommend Financial Coach 4 You! We started out with finances that were overwhelming and out of control. We knew we were not on a good path, and probably only one accident or a layoff away from disaster. But we didn't know how to move forward to something more stable. With kindness and patience combined with firmness and a wide knowledge base, Mr. James helped us determine our goals, understand where our money was going and the debt was coming from, and most importantly, create a workable plan to stop using credit, eliminate the debt, and achieve our goals. We now have a plan that we can succeed with and more than that... we have hope. Thanks, Financial Coach 4 You and Mr. James!
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.
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.
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.
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.
