Ruth James
Professional Details
Professional Headline
Financial Professional Helping Self-Employed Women Protect Income & Build Financial Security
About Me
I work with self-employed women to help them protect the income they’ve worked hard to create and build greater long-term financial security.
My passion for this work is personal. I watched a self-employed family member work hard to build a business, only to lose what she was building because of a medical issue. That experience showed me how vulnerable even a successful business can become when the person behind it is suddenly unable to work.
Today, I help women business owners think intentionally about protecting what they’re building, preparing for the unexpected, and creating greater financial security for themselves and their families.
My passion for this work is personal. I watched a self-employed family member work hard to build a business, only to lose what she was building because of a medical issue. That experience showed me how vulnerable even a successful business can become when the person behind it is suddenly unable to work.
Today, I help women business owners think intentionally about protecting what they’re building, preparing for the unexpected, and creating greater financial security for themselves and their families.
What I Do
I help self-employed women and solopreneurs protect their income and become more intentional about their long-term financial security.
Many of the women I work with are doing a great job growing their revenue but don’t have the same benefits or retirement plans that might come with traditional employment.
I help them consider important questions such as what would happen financially if they were unable to work, how they can prepare for retirement without an employer-sponsored plan, and how they can better protect their family, lifestyle, and the business they’re working so hard to build.
Many of the women I work with are doing a great job growing their revenue but don’t have the same benefits or retirement plans that might come with traditional employment.
I help them consider important questions such as what would happen financially if they were unable to work, how they can prepare for retirement without an employer-sponsored plan, and how they can better protect their family, lifestyle, and the business they’re working so hard to build.
Who I Help
I work primarily with successful female solopreneurs and self-employed women who want to become more intentional about protecting and preserving what they’re building.
My ideal client is often a primary income earner in her household and is wearing multiple hats as both a business owner and a family member.
She may be generating strong revenue but beginning to ask bigger questions about protecting her income, preparing for retirement, providing financial security for her family, and making sure an unexpected event doesn't jeopardize everything she has worked to create.
My ideal client is often a primary income earner in her household and is wearing multiple hats as both a business owner and a family member.
She may be generating strong revenue but beginning to ask bigger questions about protecting her income, preparing for retirement, providing financial security for her family, and making sure an unexpected event doesn't jeopardize everything she has worked to create.
My Ideal Clients Are ...
Successful female solopreneurs and self-employed women who are growing their businesses and want to be more intentional about protecting their income, preparing for the future, and building long-term financial security.
My Ideal Referral Partners Are ...
I’d love to build relationships with professionals who already have trusted relationships with self-employed women and female business owners.
I’m especially interested in connecting with mortgage professionals, CPAs and tax professionals, bookkeepers, and estate planning attorneys who serve business owners and may recognize when their clients need additional support protecting their income and planning for their financial future.
I’m especially interested in connecting with mortgage professionals, CPAs and tax professionals, bookkeepers, and estate planning attorneys who serve business owners and may recognize when their clients need additional support protecting their income and planning for their financial future.
Ways I'd Love to Collaborate Are ...
Referrals · Speaking Engagements · Joint Workshops & Events · Podcast Interviews
Connect With Me
Location
City / Location
Florida, United States

