Yellowstone Consulting

Helping you make better choices

We work with selective clients to radically improve their financial decisions.

Money Coach

Decision Coach

Financial Planning

Comprehensive financial planning for select individuals and small businesses

Advanced risk and behavioral assessments to guide daily financial choices

Investment guidance and recommendations

Qualifications include:

–Chartered Financial Consultant (ChFC)

–Registered Investment Advisor (RIA), Tx/FINRA

–Ramsey Certified Master Financial Coach

Business Coaching and Management Consulting

–Business strategy plan development

–Financial statement evaluations for M&A

–Strategic board audits and effectiveness reviews


Working with James has enabled my team to stretch their vision and develop their potential.”


Contact Us


moneycoach@dr.com
(617) 475-0706