FINANCIAL ADVISOR
James Shellborn

My work gives me a strong sense of purpose. I recognize that money is not the most important thing in life, but it is a useful tool for building the life we want. The decisions we make around money are high stakes; they involve confronting tradeoffs, identifying blind spots, and they require clarity around our goals. I think of myself as a project manager for my clients' financial goals. I guide clients through a process that results in the formation and implementation of a personalized financial plan, and I support that plan by adapting it over time, and by providing...