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Available Financial Coaching Services

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Coaching Services and Call Structure

Jim offers the following coaching services:

  • Financial

  • Life

  • Sales

  • Leadership

 

Included in a coaching call with Jim:

  • Free Introduction Call

  • Identifying Clear Goals

  • Inclusion of a Financial Workbook and Life Balance Template

  • Creating a Financial Plan with Great Results and Financial Peace

Package Deals

Package Deals Include:

  • Free Introduction Call

  • 2 Hours of Financial Coaching

  • A Written Financial Plan

  • A Copy of "Financial Freedom" Workbook

  • A Free Copy of "Life Balance Solutions"

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Financial Literacy Classes

Financial Literacy Class:

  • Teaching Financial Basics on financial literacy

  • Teaching how to stay organized and keeping your financial house in order

  • Teaching the importance of financial planning

  • Preparing students for life milestone goals such as:​

    • Building a savings plan​

    • Keeping your credit in line

    • Preparing for retirement

Other Coaching Services

Jim is also available to speak at your company whether live or virtually. Jim has delivered many workshops at Keller Williams Real Estate, Siemens Corporation, Holy Cross Hospital, Fort Lauderdale College, and many other Real Estate boardsa nd Churches on the topic of Life Balance and Financial Planning. Jim has trained over 4,000 people on his journey on the topic of Life Planning and Financial Goal Setting.

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Financial Report
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