JAMES O.

About me:

I am from Mount Juliet, TN and I enjoy financial coaching because I’m able to not only take care of my own finances but I’m also capable of helping out anyone else who might need some help when it comes to money. My goal for my clients is to get them out of debt and keep them out of debt, while building a great working relationship. I want to be able to help out however I may be needed, doesn’t matter how small or big your question may be. I want you to know I am willing to help with anything I can.

What to Expect

Personal Financial Coaching is personal to you and your unique situation, but there are certain steps I follow with each client to make sure you are getting the financial help you need:

Step 1: Understanding Your Situation

Together, we will walk through a series of questions and conversations designed to give me a clear view of your current financial position, including your strengths and weaknesses in managing money. Only by understanding your current situation can I build a plan suited to fit your needs.

Step 2: Set Your Goals

The only way to track improvement in your financial literacy and situation is to set clear goals and establish a plan on how to reach them. Your goal could be anything from saving for retirement, sending a child to college, or even just being able to afford a vacation. My job is to help you get there.

Step 3: Support at Every Step

As we work towards your goals together, I’ll give you the tools and resources you need to reach them. One of the most important resources in changing your financial habits is support and guidance. I will be here for you every step of the way to answer questions and cheer you on.