Jim Dale

I help people take control of their money, reduce financial stress, and build a practical plan for their goals.

Book a session

I offer one-on-one financial coaching sessions to help you understand your money situation and create actionable steps toward your goals. I work with people who want to get clearer on their finances, whether that's managing debt, controlling spending, or planning for retirement.

My sessions focus on the practical side of financial life—sorting through your actual financial information, identifying what matters most to you, and building a concrete plan tailored to your situation. If you're looking for help with spending control, debt management, or retirement planning, that's where I focus.

Personal Finance & Budgeting

Services

A.I. Review

A.I. platforms are great budgeting tools right now, but you need to know how to prompt the A.I. to really help. I can guide you, review what A.I. has told you, and help put you on the path to using A.I. wisely in your financial steps ahead. This is ideal for someone comfortable with A.I. or just opening ChatGPT for the first time. It is a convergence of financial coaching and A.I. for a better financial well being.

30 min$49.00
1:1 Video Call

A private one-hour financial coaching session focused on your specific situation. We can work through budgeting, debt, spending, saving, retirement goals, or other financial decisions—and leave you with clear, practical next steps.

1 hour$99.00