Make too much money to be broke? You have no clue where the money is going. You are making good money but have nothing to show at the end of the month.
Buried in student loans, credit card debt, car loans, home equity lines of credit, business loans and more
If you lost your job, do you have enough cash to pay your basic expenses until you find another one?
Do you have anxiety about money? Fights with your spouse about money? Worried about the future?
Will you have enough invested to replace your current income so you have options about working when you want to retire?
What if you didn’t get your next paycheck? Could you pay your bills for the month without putting it on a credit card or borrowing money?
Whether you’re starting in your profession, small business owner, looking to prepare for the future, or making a big financial decision, a financial coach can help you reach your goals.
I’m passionate about helping people with budgeting, paying off debt, navigating student loans, saving, investing, planning for college, owning a home, and being generous. My goal? To see your financial dreams become a reality. In other words, I want to see you win with money. Be victorious!
In today's world, it's important to have peace in all aspects of your life. Regardless of where you're at in your financial journey, steps can be made to achieve greater peace. From learning to budget to paying off debt to having a plan & timeline to retirement. Working with a financial coach will bring greater clarity and peace to your life.
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Please contact us if you cannot find an answer to your question.
A personal finance coach guides you in money making decisions that better set you up for building wealth. A financial coach can help you customize a plan for:
- Budgeting
- Getting out of Debt
- Planning for Retirement
- Saving for College
- Talking with your spouse and family about money and setting up a financial legacy that can last generations.
- Making big financial decisions like buying a home, car , or planning a wedding.
A financial coach is not an investment advisor, tax professional, nor attorney A financial coach does not sell insurance products. A financial coach provides peace of mind and clarity.
The goal of financial coaching is to set you up for future success. As part of a client’s experience we confidentially analyze your current situation and develop a highly customizable plan based on where you are now, and where you want to be. Following a free introductory consultation, we offer paid one to one and group sessions.
James is a certified financial coach through Dave Ramsey’s Preferred Coaching Network, as well as a husband, and father of three beautiful children. He is experienced in life and understands the struggles and good times families go through.
Clearwater, Florida, United States
Monday - Friday: By Appointment
Saturday: By appointment
Sunday: Closed
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