“I’ve been working with Jim, and I’m very pleased.  He worked in the investment industry and then switched up to teaching high school math.  He has developed courses in Financial Literacy for students and is active in the community.  Most of all, he’s been a great listener, so he knows my goals, in detail, and has enough knowledge to help me get where I need to be to stay safe.  He charges an hourly fee, modest IMHO for the value he’s provided.  He has given me documents to summarize our discussions, his recommendations, and to track the progress on my financial plan.”

 — Bettina (Santa Clara, CA)

Service Offerings

I offer several different ways to access my services.

(1) Individual Sessions — Each session runs about 1 hour. 2026 pricing is $165 per session.

(2) 3-Packs — This high-value package includes sessions with email support throughout. Your financial stress didn’t happen overnight and most clients find that at least 3 sessions are required to find the peace and security that they need and deserve. This costs $435 and is a $60 savings.

(3) Clients get unlimited text and email support between sessions.

* DISCOUNTS — All educators (anyone working at a school) get a 20% discount. Anyone who has an EBT card gets an 80% discount.

“Jim has helped guide me through the process of identifying the best options for me and my family’s future. I was not born in the U.S. and am not familiar with things such as finance, life insurance, and purchasing a home. Jim understands my situation, and explains everything step by step while developing a personal connection. Jim is very friendly, professional, sincere, and informative.”

  — MG (CA)