Yellowstone Consulting

Do you need help making 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 management 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 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.”

Contact Us
(617) 475-0706