Shannon James
FIC, BFA™, CEPA®
Helping churches, Christian professionals, and business owners align values with financial decisions through long term financial planning, behavioral insights, and exit strategies for lasting security and legacy.
State(s) Licensed: AR Insurance Lic. #20092315, AZ, CO, FL, IL, IN, MA, MI, MO, NC, OH, OK, OR, TN, TX, WI
3008 Sutton Boulevard
Maplewood, MO 63143
Helping churches, Christian professionals, and business owners align values with financial decisions through long term financial planning, behavioral insights, and exit strategies for lasting security and legacy.
State(s) Licensed: AR Insurance Lic. #20092315, AZ, CO, FL, IL, IN, MA, MI, MO, NC, OH, OK, OR, TN, TX, WI
Let's put your plans in motion
Welcome!
Thank you for visiting my site. I’m excited to share why I love what I do and how I can help you achieve your goals.
I offer a relational approach to faith-based, holistic financial planning, enhanced by the insights of a Behavioral Financial Advisor and the strategic expertise of a Certified Exit Planning Advisor (CEPA). This means we go beyond traditional planning—we help you understand your values and behaviors around money while creating strategies that protect and grow your wealth, your business, and your legacy.
As a CEPA, I guide business owners through exit planning that starts today, ensuring your company is prepared for succession, continuity, and maximum transferable value—so you can exit on your terms and secure your financial future.
My goal is to help you align your financial choices with your faith and long-term well-being, so you can focus on what matters most: your purpose, your goals, and your generosity.
I specialize in working with churches, Christian professionals, and business owners, helping them integrate faith and finance to:
- Build financial security
- Create strategies for long-term growth
- Transfer wealth and business value to future generations
Ready to take the next step toward financial clarity, confidence, and a successful exit strategy?
Let’s start building a plan that reflects your faith, your values, and your future.
Schedule a Consultation Today
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Location
Maplewood Office
- Phone:
- 314-325-7808
- Fax:
- 833-610-2405
- Mobile:
- 314-938-2973
Hours
By Appointment Only