Packages
Invest In Your Financial Future
Our expert financial advice offers practical, long-term strategies for managing your finances with ease. From smart, value-focused purchasing to managing a rental business or planning cost-effective home improvements, our personal coaching is the key to a richer life.
Bronze
$1,000
Build Solid Foundations – Your First Step to Financial Freedom
My Comprehensive Personal Finance Book
Silver
$1,500
Silver Insight, Golden Value – Elevate Your Finances.
* Subsequent meetings $100 per session
Gold
$2,000
Strike Gold – Peak Prosperity with Exclusive Expertise.
* Subsequent meetings $100 per session
Find Out If Financial Coaching Is Right For You
Whether you’re looking to better manage your household budget, seeking smart investment strategy, juggling a rental business, or planning savvy home improvements, our questionnaire will help you discover the perfect path forward.
Don’t wait. Unlock the true potential of your financial decisions today.
FAQs
Why should I choose the bronze package?
Why should I choose the silver package?
Why should I choose the gold package?
Who might need a personal finance coach?
A. Anyone seeking to verify they’re on the right track and being smart with money; especially beneficial to anyone living paycheck-to-paycheck or not sure if they’re saving enough for retirement.
What can I expect from Jimmy’s coaching?
- Reviewing Jimmy’s comprehensive personal finance book, chapter by chapter, with interactive learning including personalized Q&A
- Applying these principles to your individual personal situation
- Follow through, this step introduces accountability into the equation, rather than just hoping you eventually get around to getting your finances right.
Why should I choose to work with Jimmy?
A. Because Jimmy is down to earth, experienced, patient, with the heart of a teacher; and can truly help you improve your personal finances.
Who can benefit from a personal finance coach?
A. Anyone willing to change, and improve, their financial behavior to achieve financial stability and eventually financial freedom, maybe even early retirement.
Who is Jimmy’s financial coaching best suited for?
A. Ideally the middle to upper middle class, $50,000 to $200,000 annual household income. If your household income is below this range then increasing income is a top priority. If your household income is above this range then expense management is more likely a top priority.
Who would not benefit from Jimmy’s financial coaching?
A. Those looking for a financial planner to handle all their money decisions for them.
Are you a financial planner?
A. No, a financial coach has the heart of a teacher. A financial coach provides personal finance advice, guidance, education, and feedback. Mentoring and providing consulting style advice rather than making decisions for you.
I’ve worked with other advisors before, and it didn’t really help, why should I work with you?
A. Only 11% of financial advisors offer comprehensive advice. Many financial advisors are really sales people; sometimes only selling one product (e.g., life insurance). No one will care more about your finances than you! Get educated about personal finance and take control of your future.
Do you get commissions from recommending certain investments?
A. No, I won’t sell you any “investment” products and I don’t get paid a percentage of your assets under management.
How does a personal finance coach get paid?
A. They are compensated by their clients via an hourly or fixed fee. No commissions or getting a percentage of your assets.
Why would I need a financial coach? I think I’m pretty smart.
A. Because patterns are difficult to discern when it involves our own behavior. We see patterns in others much easier. Ideally this pattern recognition helps people examine the gap between who you are and who you hope to be. That’s the role I’m hoping to provide as your financial coach.
Testimonials
This is so ironic, Jimmy—I just sat down to text you that I had concluded my review of your manuscript this morning.
Jimmy, you really put some time and effort into this project. I was very impressed.
I liked how you blended the time sensitive with the timeless to make it real. And, how you kept a conversational tone throughout.
The flow worked great for me. The redundancies in some of the content were intentional and well-placed; e.g.,budgeting, spending, saving, investing, etc., important tenets of personal finance.
And the homework helped to reinforce on a personal level the key points in the chapters. It also served to break up the text, since you aren’t using any graphics. I especially liked how you used your own personal finance examples to illustrate some of the homework.
Good that you devoted a chapter each to buying a home and a car—expensive gotta haves.
Loved how you interspersed the Bible verses. Even a verse about not co-signing a loan!
It was very apparent that you, like myself, are passionate about personal finance. I tell my students that they will always have a relationship with money. Best to make it a successful one, as there is no separating themselves from it.
Congratulations, Jimmy! Good job. You deserve much success!!
Phyllis
Yes. I agree. But you are willing. And for goodness sake, Jimmy. Please recognize and accept and receive not only what a great writer you are. Which is so few of us can ever claim to be. But you truly, truly have the heart to be a Teacher.
You are so very compassionate. So full of God’s wisdom. So humble. Gentle with critique and redirection. Eager to praise. You are funny and joyful. You are easy to talk to. And you LISTEN. SO FEW people listen. Everyone wants to talk and give advice and tell their story and add their two cents. You listen with your core being.
You give fragrant, gentle, Biblical wisdom when needed, and basic common sense perspectives without making someone feel like a complete idiot for not seeing it themselves. Yes. God is in control. But you have allowed Him to shape your heart and mind for many years. Now it is the time to be an even more influential witness to others in your life.
Not any different than what you have been doing previously. Just a larger group of people to individually impact and positively influence. I am so excited for you!
Rosina
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