Quickstart

A systematic financial planning process that involves the creation of your financial snapshot, cash flow analysis, goal setting, 90-day action plan, and three monthly guidance calls.

Building Your Financial Foundation

Step 1: Snapshot & Strategy

We conduct a full financial snapshot, deeply analyzing your cash flow to set realistic, achievable goals.

Step 2: 90-Day Execution

I design a customized 90-day action plan that gives you specific daily and weekly steps to manage your money.

Step 3: Monthly Check-ins

We connect for three scheduled monthly guidance calls to track progress, adjust the plan, and keep you accountable.

Focused Ongoing Guidance

Execute your strategy confidently with an action plan and recurring monthly support calls.

Complete Financial Snapshot
Detailed Cash Flow Analysis
Personalized Goal Setting
90-Day Custom Action Plan
Three Monthly Guidance Calls

Enroll in the Quickstart Program

Price: $1,250

Invest in a structured 90-day transformation. This tier includes all Snapshot deliverables, plus three months of dedicated, one-on-one support.

Comprehensive goal setting
90-day custom roadmap
Priority scheduling for your three monthly calls.

Testimonials

“James really know his stuff, and the organization tools he uses really helped clarify all aspects of our financial life. I’m grateful to have him on my team when it comes to any financial questions I have for my family and retirement. The results were almost immediate with organization, tips, and habits he has helped me build. I’ve never felt this confident about my family’s financial future.”

– Adam

“I really enjoyed working with James, he helped me get extremely organized with all of my finances and took a lot of my stress away. I feel so much better about where I am and the decisions my wife and I are making after working with him.”

– Travis

“I’ve been working with James for a few years now, and I have never met someone so passionate about helping me and other people with their finances. He shared so many helpful ideas and has made a huge impact on how I view the financial world.”

– Mike

“I always get a little anxious talking about my finances, but James really took the time to understand my situation and conquer my discomfort. I can tell he truly loves what he does and takes the time to educate and build confidence, which is hard to find in a financial consultant.”

– Dan

Ready to make the next move?

Whether you’re planning your retirement, investing, paying off debt, or looking for financial clarity in general, you don’t have to do it on your own.

Let’s create a financial plan that’s based on your goals and helps you make each decision with confidence.