James Oswald

Background

About James Oswald

I have always been passionate about making wise decisions financially and have been blessed to have a natural knack for saving. But through the years I have realized that financial health is more than just not spending more than you make or making sure your retirement is funded. It's about living to your fullest potential, using your God-given talents to pursue and accomplish great things, and to do all these things with a humble mindset. When I found Leading Edge Financial Planning it was a natural fit. The lifestyle financial planning approach is built around personal and individual life goals. We all have dreams and callings and just saving for retirement doesn't always align with those goals and for some can seem mundane and too far away to achieve. Instead of making money the center of your plan, we realized that it should be you. As one of my colleagues and mentor has said and I paraphrase:"We can offer you products and set up accounts but without a comprehensive financial plan this advice can be empty. And without first having a life plan, the comprehensive financial plan is limiting."-Lyndon ZielkeThis truly allows me to work with clients and find what elements of financial planning benefit and fit their life most effectively. We can do this through many tools including: Cash flow planningRetirement planningInvestment planningTax planningCollege planningRisk management planningEstate planningIf you would like to schedule a discovery meeting with me to learn more about Life-Centered Financial planning, copy and paste the following link:https://calendly.com/jameslefp/30minEmail: james@leadingedgefp.comor Message me on Linked In