Do you need help making better choices?
We work with selective clients to radically improve their financial decisions.
Comprehensive financial planning for select individuals and small businesses
Advanced risk and behavioral assessments to guide daily financial choices
Investment management and recommendations
–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 reviews and guidance
Board of Director audits and effectiveness reviews
“Working with James has enabled my team to stretch their vision and develop their potential.”