Money With Jim


How can I help?

Here are just a few ideas on how I may be able to lend my expertise. Please reach out to me if you have additional needs not listed here!

Banking basics. Opening and operating a bank account can be intimidating for teens and adults alike who have never had one. But once you learn a few of the basics, you’ll be glad you’ve got one!

Financial literacy. Needless to say, this can cover a wide variety of topics – and let’s be honest, just about all of us could improve our financial literacy skills!

Homebuying. Purchasing a home is an exciting milestone, but it’s not without its stresses – it’s expensive, contains loads of paperwork, and often involves moving to a new city or state. Sure, it’s all worth it, but that doesn’t make the journey to homeownership any less daunting! I’ve helped countless individuals and families over the course of my career navigate the complexities of homebuying, and I’d love to help you, too.