James Mwombela, CFP®, CSLP®
Financial Planner
The Hour
- Pregúntale a un asesor financiero lo que quieras sobre inversiones en una hora
- Sin comisiones, productos ni discurso de ventas
The Plan
- Un programa de 8 semanas para lograr un plan estratégico de tu vida financiera
- Obtén un plan financiero de más de 8 páginas
- $0 ahora; paga después de tu primera reunión
The Ongoing
- Apoyo continuo y responsabilidad cuando lo necesites
- Videollamadas trimestrales y correos ilimitados
- Revisión financiera anual de 2 páginas
Acerca de James
Biografía
I usually get to the heart of your financial situation and goals within the first 5-15 minutes of the call. I specialize in helping clients plan major life transitions such as retirement, FIRE and Coast FIRE, career transitions, sabbaticals, going back to school, and starting a family. My other specialty is in the emotional/behavioral side of money. I help you make financial decisions based on your goals, emotions, and values instead of basing things purely on the numbers. I have helped many clients uncover the stories in their head around money, let go of unhelpful mindsets around money, and transform their relationship with money for the better. My goal is to help you balance saving money with living your best life today while making your finances as simple as possible. By the time our meeting is over, you will have gained important financial knowledge and feel empowered to make the right financial decisions!
Puedo ayudarte con
Me gusta trabajar con
Lo personal
I live in Durham with my wife Rachel, our son Joey, and our very sweet and friendly pittie named Riley. In my personal time I love watching sports, working out, cooking, and exploring the outdoors.
Educación y designaciones
Experiencia
Reseñas
Los clientes dicen
Los reseñadores mencionan
- Financial Planning
- Retirement Planning
- Early Retirement
- Financial Independence
- Student Loans
- Public Service Loan Forgiveness
- Loan Repayment Strategies
- Investment Planning
- Portfolio Allocation
- Portfolio Reviews
- Tax Planning
- Tax Optimization
- Knowledgeable
- Thoughtful
- Personable
- Friendly
- Approachable
- Easy To Talk To
- Attentive
- Patient
- Professional
- Kind
- Compassionate
- Supportive
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James took time to understand my unique situati...
James took time to understand my unique situation and provide a couple of options to help reach my early retirement goals.
James brings a grounded and wholistic approach ...
James brings a grounded and wholistic approach that’s hard to find in the world of financial planning. He’s human-centered and practical, helping you align your goals with both the numbers and a great life in general. In addition to the numbers, I appreciated the coaching in risk tolerance- understanding where I am currently, and where there might be some room for expanded visioning.
We had an excellent experience working with Jam...
We had an excellent experience working with James. He is incredibly enthusiastic, knowledgeable, and thoughtful in his approach. He took the time to walk us through the options that made the most sense for our individual circumstances across a range of important topics, including budgeting, investment accounts and liquidity, and the decision to buy versus rent a home. What stood out most was how considered and thorough he was in responding to every question. He made what can often feel like daunting steps toward improving our financial well-being feel approachable, manageable, and actionable. We truly appreciated his guidance and the time he invested in helping us feel more confident in our financial decisions. We look forward to continuing to work with him and reconnecting in the future. Highly recommend!
Excellent peace of mind. James was able to assi...
Excellent peace of mind. James was able to assist me to better understand where I stand for the present and future in a realistic way. Very helpful.
Thanks for the kind review Matt!
I'm glad our session was helpful!
Easy to talk to, efficient, and thoughtful
Working with James was a fantastic experience! This was my first time working with a financial advisor so I didn't know what to expect, but he was incredibly helpful and easy to talk to. He took the time to meet me where I was by listening to my questions and concerns as well as ask thoughtful follow-up questions in order to understand my situation. I appreciated that he never made assumptions about my background or goals. Even though we covered several complex questions I had, he was remarkably efficient with our time together and somehow I simultaneously did not feel rushed. I would highly recommend James to my friends and family!
I have done a couple of consultations with Jame...
I have done a couple of consultations with James, and they have been extremely helpful. He is extremely personable, easy to relate with, and extremely knowledgeable and thorough.
Thanks for the kind review Marly!
I'm glad our meetings have been helpful :) See you next year!
Our meeting with James was so incredibly helpful!
Our meeting with James was so incredibly helpful! He really grasped our questions and core issues quickly, and challenged us to define what we want our future to look like more specifically. We booked our session with James because we are 6 months into a loosely-planned sabbatical, and wanted some reassurance that we are still on track for FIRE despite the decrease in income. He helped us view our situation from multiple perspectives, and gave good suggestions for ways to move forward. Our conversation felt like visiting with a well-informed friend, which is quite significant for two neurospicy introverts ;) We will absolutely be booking another session!
A Valuable Conversation for a New Entrepreneur
James was excellent. He took the time to understand my situation as someone who has a full-time career while also building both a for-profit business and a 501(c)(3) nonprofit. What I appreciated most was that he didn't just give me generic financial planning advice. He identified several areas that I need to address, including the relationship between my nonprofit and for-profit businesses, potential S Corporation considerations, retirement options for my business, hiring my children, and estate planning. He explained the issues in a way that was easy to understand and, more importantly, gave me specific action items and resources to follow up on. The discussion was valuable because it identified somethings I need to address with a nonprofit attorney. I came into the meeting looking for guidance as a new entrepreneur, and I left with a much clearer picture of the financial, tax, and legal questions I need to address as my businesses grow. I would definitely recommend James to other entrepreneurs or business owners who want practical financial guidance without feeling overwhelmed by the details.
Thank you for the kind review!
I'm glad our session was helpful Shawn!
Good listener, personable, and knowledgeable. H...
Good listener, personable, and knowledgeable. Had a great introductory session and learned a lot.
Financial Guidance Without the Judgement
I had such a positive experience working with James. From the very beginning, he was friendly, approachable, and incredibly easy to talk to. What stood out most to me was that he never made me feel embarrassed or ashamed about my financial circumstances. Instead, he listened without judgement, explained everything clearly, and gave me practical advice that actually felt realistic for my life. He made what could have been a stressful conversation feel comfortable and encouraging. I left feeling much more confident about my finances and the steps I should take moving forward. He was knowledgeable, patient, and genuinely seemed to care about helping me make good decisions rather than just talking at me. I'm very grateful for the guidance he gave me and would absolutely recommend James to anyone looking for a financial advisor who is professional, kind, down to earth, and truly helpful. I will be rebooking with him in January for a follow up!
Preguntas frecuentes
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.