Entrepreneur James Astle wraps up his financial coaching journey with Certified Financial Planner Brittney Castro. 

From their last session, James accomplished two of his action items by opening up a high-yield savings account for his emergency fund, and also opening up a Roth IRA to save for his retirement. In the future, Brittney recommends looking into life insurance and disability insurance to protect himself as a business owner. James shares that he’s been dealing with circumstances out of his control, but learned that having a good game plan for his finances is the best way to prepare. 

One of James’ goals was to take his business to the next level, and has recently seen success in selling digital products to bring in additional income. Looking back on the coaching experience, James shared that he learned a lot about money management but is also inspired to be more proactive in his entrepreneurial and financial journey.