Not everyone needs to hire a financial planner and many may not feel they can afford to. To assist those households with under $75,000 of income, Jim will provide up to 30 minutes of time to answer your questions and provide advice on different financial planning topics. The meeting can be conducted over a video conference call or over the telephone. Over his 38 years in the industry, Jim has studied, researched, and written extensively on many financial planning topics and has been quoted in The Wall Street Journal, USA Today, The New York Times and several other publications.
Since the discussion may move beyond education and into advice based on your specific situation, Jim requires an advisory agreement to be electronically signed prior to the meeting. Use the contact form to reach out to Jim to get the process started.
After electronically signing the advisory agreement, you can schedule a 30-minute meeting with Jim by clicking here.
