I was anxious that I didn’t have visibility over my finances or clear goals for the future. All my attempts to Google answers had led to feeling overwhelmed and with no clear starting point. I met James through my network and he was confident he could help. To begin with we didn’t even talk finances, but dug a bit deeper to figure out what was important to me. After establishing some values we were able to use this as a guide for addressing some gaps in my current finances such as paying a lot for insurance that wasn’t right for my situation, as well as establish future goals. James has good understanding of financial tools and was able to put things in plain English and answer my questions. With his help I was able to take action and get multiple things sorted. I already feel a lot more confident that I now have the basics in place and I look forward to working with James to achieve some more of my goals