Détails de l'entreprise
Description
My name is Jim Leach. I am a financial coach and am able to help you with issues related to your financial position such as understanding your investments, gaining control of your spending and setting up a budget, managing your debt, and setting up a plan to manage your family cottage finances.
I have an MBA and have been in finance throughout my career. My goal is to help you understand finance and apply that understanding to your personal situation. I am available to attend meetings with your banker, car loan officer, investment advisor, and any other meetings involving financial discussions that you may find intimidating.
I am not selling any type of financial products. My rate is $40 per hour and the first hour is a free consult to determine if I am able to be of help to you. All information is completely confidential.
I would be happy to provide references if you decide to use my services.
Catégories
- Conseillers financiers
Langues disponibles
- English
Heures d'ouverture
- Lundi Sur rendez-vous
- Mardi Sur rendez-vous
- Mercredi Sur rendez-vous
- Jeudi Sur rendez-vous
- Vendredi Sur rendez-vous
- Samedi Sur rendez-vous
- Dimanche Sur rendez-vous