James Bauman

All too often, life gets busy – and we fall into a comfortable routine… Some might say we go on “autopilot”. Our personal dreams, aspirations, and goals are moved down the priority list, as life is consumed by day-to-day activities. Our money story is often the culprit behind this autopilot routine. The challenge becomes identifying our current financial situation and deciding if, when, and how to take action. These actions, or non-actions, can have compounding effects – years down the road – in a positive or negative manner.

James has spent over a decade empowering his clients to take action toward their financial freedom. His approach is focused on education and making sense of the complex financial strategies available to each individual client. A partnership is created that encourages collaboration between James, his clients, and other professionals brought onto a client’s wealth team. The framework created by these partnerships allows for all parties to participate in the alignment of the personal goals of the client and the pathway that the financial strategies offer to obtaining financial freedom.  

James is an “outside the box” type of person. He loves learning, tackling challenges, and creating new experiences. You can find James cycling over the highest peaks in Europe, improving a skill set (such as his swim technique), assisting his kids in navigating life, and becoming location independent with his wife (via the implementation of an RV lifestyle).