Services

Jim has been in the financial industry for over 20 years and has a wealth of experience and knowledge.  He continues to help individuals, businesses and organizations with his unique services:

Speaking

Jim has entertained, educated and inspired audiences all across the country. In every presentation, his goal is simple: To say something that makes people better, smarter, happier and wealthier. He believes that education can only exist if there is a connection between himself and his audience. He is passionate about combining stories, humor, creativity and inspiring messages to create the connection.  Click, to Learn more about Jim as a speaker.

Financial Education Programs

Jim is the founder and CEO of his company The Think Box that specializes in putting financial education programs in the workplace.  Jim caters to employers who care about the financial well being of their employees.  His programs are the perfect complement to both existing wellness programs, as will as Group Retirement Programs like pensions and Group RRSP programs. Jim takes ordinary Group Retirement Plans and turns them into exceptional ones by providing fun, engaging and unique education programs. His mission is to help employers and their businesses by delivering financial education programs that employees rave about.  To learn more about Jim’s exceptional retirement education programs, click here.

Group Retirement Plan Consulting

Not only does Jim’s company enhance Group Retirement Plans with education but he also acts as an independent consultant through his partnership with Clearpoint Benefit Solutions that reviews, designs and implements Group Retirement Plans (like Group RRSPs, Pensions and Deferred Profit Sharing Plans (DPSP)).  Leading edge employers recognized the value of providing enhanced learning and education beyond just products.  Event today, most Group Retirement Plans provide the minimum level of education, which is focused only on plan and product education.  Click here to learn more about Jim’s Group Retirement Plan consulting services.

Fee Only Advice/Coaching

Jim is unconventional because he does not sell mutual funds, stocks, life insurance or other financial products. Instead, he sells financial education and advice.  If you want to sit down with Jim, he’s happy to do that. You just have to pay him for his time, knowledge, expertise and years of experience. His goal is to make a difference. He lives by this motto “Give someone a fish and they eat for a day. Teach someone how to fish and they eat for a lifetime”.

To learn more about Jim’s Fee Only Planning Services, click here . . .