Jim Cote

Background

About Jim Cote

In my role as a Senior Finance Professional I have the pleasure to meet with many awesome people to discuss their goals, and the paths to reach these goals. My clients regularly reach their dreams of Home ownership, Children Graduating from College, planning that Amazing Retirement Travel schedules from careful planning the development of great habits. Sadly, as I deal in the realm of death and taxes, I do say my last goodbye to several clients every year as they pass into their next life. There is joy though in that they are at peace having left their families in a well managed plan. I'm a well known, and often referenced Financial Advisory professional recently appearing in major media outlets to include:Boston Globe, Good Morning America, Channel 5 Boston, Channel 4 Boston, Bankers & Tradesman, all social media outlets!PROFESSIONAL CLIENTS INCLUDE: Professional Families, Dentists, Doctors, Military Officers, Development Directors, CEO's, CFO's, CIO, Lawyers, etcFAMILY PRACTICE CLIENTS: Through our epic EDGE seminar program I am a speaker and adviser to many hundreds of families in the community. MEDIATOR in State of Massachusetts: Skills gained with 9 years of mediation experience in areas of Business Mediation, Student/Parent College Planning, Pre-Marital Assets mediation, and Divorce Assets mediation.EXPERTISE IN:*High Net Worth Clients/Estate Planning Management*Executive Financial Planning and their families in job/career transition.*Professionals Pre-Marital Financial Counseling.*Family Holistic College Planning.Address potential challenges with a good plan. My experiences with having 10 children, working with young military families for 20 years, serving the courts as pro-bono as a trained Court Mediator, coupled with my career experiences in financial services and financial recruiting brings a high level of value to your life planning!CAREER PLANNING NOTE: This LinkedIn account has been set up to allow those seeking my expertise in Career Search. My professional business profile is under James Cote. Executives seeking to enhance their chances for a new position in this challenging economy should contact me for advice and the pathway to a new career. My contacts are priceless and I am offering this advice freely. My office locations in Newton and Waltham are the ideal meeting point for those seeking to optimize their career search. The challenges today are obvious for senior executives and I am but one more valued resource in your search plan.