James Mwombela, CFP®, CSLP®
Financial Planner
The Hour
- Ask a financial advisor anything about investing in one hour
- No commissions, products, or sales pitch
The Plan
- An 8 week program to achieve a strategic plan for your financial life
- Get an 8+ page financial plan
- $0 due now, pay after your 1st meeting
The Ongoing
- Ongoing support and accountability when you need it
- Quarterly video calls & unlimited emails
- Annual 2 page financial checkup
About James
Bio
I usually get to the heart of your financial situation and goals within the first 5-15 minutes of the call. I specialize in helping clients plan major life transitions such as retirement, FIRE and Coast FIRE, career transitions, sabbaticals, going back to school, and starting a family. My other specialty is in the emotional/behavioral side of money. I help you make financial decisions based on your goals, emotions, and values instead of basing things purely on the numbers. I have helped many clients uncover the stories in their head around money, let go of unhelpful mindsets around money, and transform their relationship with money for the better. My goal is to help you balance saving money with living your best life today while making your finances as simple as possible. By the time our meeting is over, you will have gained important financial knowledge and feel empowered to make the right financial decisions!
I Can Help You With
I Enjoy Working With
Personal Stuff
I live in Durham, NC with my wife Rachel, our son Joey, and our very sweet and friendly pittie named Riley. In my personal time I love watching sports, working out, cooking, and exploring the outdoors.
Education & Designations
Experience
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Frequently Asked Questions
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.