his guide is for the DIY Investment Manager.  It will get you off to a good start for your financial planning.  We created it for the individuals who are not quite ready to engage a financial planner but still know they have to get started in order to have a successful retirement.  This may be all you need but if you find that you still need some extra help, please feel free to reach out to us.

What is in the Guide? 

 We tried to take the most critical parts of our actual financial planning process that we use for our clients but made it as easy as possible for a Do-it-yourselfer to create their own investment plan.  It will take some time and work but this will be better then a lot of the paid financial services.  All we ask in return is that if you decide to you need additional help that you consider Phillip James.

Why Phillip James Financial?

Phillip James Financial is one of the most well-respected financial planning and investment management firms in Minnesota. We believe in Investing with Purpose. Our Commission Free model does not have the conflicts of interest associated with selling commission based financial products.  Our process is comprehensive and always in your best interest.