What We Do
It's All About You
Your finances are your life. However, money doesn't have to be stressful. I believe in making your dreams and goals a reality and I know tips and techniques, both financial and mental, to help you do that. I'm prepared to help you at any level with impartial advice and practical assistance to help you get out of bad debt, make the most of every opportunity, and build the financial life you want and deserve. Together we will figure out what works for you because “its all about you!”
The Technical Stuff
Do you want to make your business more profitable? Are you looking to restructure your financial life? Get rid of bad debt? Are you thinking 'How am I gonna retire in 10 years, 20 years, ever?' Are you ready to move from a saver to a wealth builder? I've seen a lot people wearing those same shoes. And as a financial coach, I've got you covered. I will be there every step of the way to help you build the mental financial muscle necessary to create a great financial life.
My Expertise
During my many years of managing and coaching employees in Corporate America, I found that I thrive on helping others succeed. And through my bookkeeping business, I’ve gained a unique perspective on small business finances. I've seen how mindset often holds some people back and helps others to soar. Putting these things together, I will provide clear communication and expert collaboration to help you fine tune your mindset, boost your bottom line, and reach your financial goals.
Financial Coaching by Jim
My Experience
My Experience
My Experience
After nearly 20 years working behind the scenes in small business bookkeeping, I decided to expand. Now, I'm sharing my passion for finances through personalized financial coaching and business coaching. Talk to me today about how I can help you get your finances in order and put you on a solid track to financial success.
My Approach
My Experience
My Experience
My service starts with a consultation to help identify gaps and opportunities. Next, we do a deep dive into your finances to understand YOUR situation, YOUR desires, and YOUR future. Together, we will lay out a specific plan that you can live with and get you going in the right direction to meet YOUR goals. Then I stay with you as long a
My service starts with a consultation to help identify gaps and opportunities. Next, we do a deep dive into your finances to understand YOUR situation, YOUR desires, and YOUR future. Together, we will lay out a specific plan that you can live with and get you going in the right direction to meet YOUR goals. Then I stay with you as long as needed to educate and guide you. Along the way, I provide you with accountability and cheer on YOUR accomplishments.
Why Jim?
My Experience
Why Jim?
Coaches are key. Think John Wooden, Bear Bryant, Scotty Bowman, and Casey Stengal. That’s why when it comes to client selection, I'm choosy. I want to make sure I’m the right financial coach for you. If we are a match, I will give you the time and guidance you want and deserve. Together, we’ll create and refine a plan you can follow for
Coaches are key. Think John Wooden, Bear Bryant, Scotty Bowman, and Casey Stengal. That’s why when it comes to client selection, I'm choosy. I want to make sure I’m the right financial coach for you. If we are a match, I will give you the time and guidance you want and deserve. Together, we’ll create and refine a plan you can follow for success. Few people can get there alone. Think of it as investment in yourself and your future.