Hi. I'm James 👋 … Certified Financial Planner® and founder of Root Financial. Each week I release videos to teach you about investing, spending and saving, tax strategies, and more to help you get the most out of life with your money.
But getting the most out of life is about more than your finances. I also cover topics that help you think more deeply about your life's purpose and how your money fits into it.
My advisory firm, Root Financial, works with people like yourself with retirement, investing, and financial planning. If you'd like to learn more and schedule a time to meet with an advisor, visit us at rootfinancialpartners.com.
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Root Financial Partners, LLC is a RIA (Registered Investment Advisor). All content is not to be received as advice and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc. before making any financial decisions.