Benjamin James

Managing Money has always been my thing.

In the 5th grade I had a paper route. I started ironing my dollar bills back then and when I discovered starch I knew I had a calling. I kept working, saving, and stacking my dollar bills but that only took me so far. So, I studied.

Years later, after a degree in Finance and obtaining the Certified Financial Planner (CFP) designation and then becoming a Chartered Financial Analyst Charterholder (CFA), I spend my time sharing what I know about financial planning and investment management with my private clients. And now, I share it through my book with you.

Money isn't the end all be all - I know that. What I like about it though; it's easy to understand once you know how AND, it's a rather useful tool to have in the tool chest.

Come with me on a journey. Read my book. Send me an email. Take an adventure in learning what I've learned over two decades of being a financial advisor.

Visit our webpage and watch our videos on how you can create your own wealth plan. We call it The Playbook! www.elevatemynow.com/the-playbook-process/ Just videos to watch and we hope it helps you with no strings attached.