One-on-One Financial Coaching
Sometimes you don’t need more information. You need someone to help you sort through the information you already have and decide what to do next.
Practical, one-on-one help focused on understanding your options, setting priorities and creating clear next steps for your financial life.
A 60-Minute Financial Coaching Session — $99
This is a private, one-on-one conversation focused on your financial situation, questions and goals.
We can use the session to discuss topics such as:
- Getting control of spending and cash flow
- Debt and payoff priorities
- Saving and building an emergency fund
- Retirement and longer-term financial goals
- Making sense of competing financial priorities
- Creating practical next steps you can actually follow
Ready to Talk?
Purchase your 60-minute one-on-one financial coaching session with Jim for $99.
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Financial coaching is educational in nature and is not investment, tax, legal or mental-health advice.