Q: Do you offer free introductory calls?
A: No, Nectarine advisors currently don't offer free introductory calls. While many legacy financial advisor firms use their free introductory calls as a chance to sell high priced financial products or an expensive ongoing investment management service, Nectarine does things differently. Each advisor clearly advertises their pricing, availability, experience, and expertise so you can jump directly into getting expert fiduciary advice without the sales pitch. If you're concerned about that first call, here's a couple thoughts:
- You can feel free to message the advisors from their profile if you have questions about whether they would be a good fit.
- We offer a money-back guarantee. If you're not happy with your meeting, we'll give you your money back! We're trying to help make you wildly financially successful, not sell you junk!
Q: But what if I'm interested in The Plan? Can I get a free introductory call?
A: No, we currently don't offer free introductory calls for The Plan either, but we do have some options for you:
- First, you can feel free to message the advisors from their profile if you have questions about their expertise or if you would be a good fit.
- Second, you can always feel free to book an hour with an advisor and get started with some of your questions. Advisors do have some flexibility to credit the cost of the first hour towards your Plan if you decide to move forward.
- Third, the cost of the plan isn't due until after your first meeting, so you can always get started with that first meeting and choose not to continue if you don't feel it's a good fit at no cost or risk to you!
- We also offer a money-back guarantee. If you're not happy, we'll give you your money back! We're trying to help make you wildly financially successful, not sell you junk!
In summary, we don't do free intro sessions like many advisors who are looking to sell a big follow-up service or product, but we do try to do everything right by you to make sure you get amazing financial advice at a clearly and fairly advertised rate.
Q: Are there any advisors who speak Spanish?
A: We currently only have two advisors who can speak Spanish, Cristina Perez and Michelle Onaka. They are not fluent in Spanish when it comes to financial planning and investments unfortunately. But, they have done a few successful meetings in Spanish in the past. You are welcome to try a meeting with either of them and if it doesn't work out, let me know and we will refund you.
Sorry we don't have more options at the moment. It is a priority of ours to add more Spanish speaking advisors soon!
Q: Do you serve non-U.S. residents?
A: At this time, Nectarine only works with U.S. residents. Since we're an SEC-registered firm, there are rules that limit us from working with people who live outside of the U.S. In the meantime, you can join our waitlist to get notified when Nectarine is available in your country!
Q: Does Nectarine offer gift cards?
A: We would love to offer gift cards, but unfortunately, we don't have a gifting feature available at this time. Right now your best bet is to have them book their meeting with you so you can enter your credit card information. Another option is to give them a Visa gift card but that runs the risk that they might use it on something else. We apologize for the inconvenience and hope to have a gift card option in the future!
Q: Is Nectarine hiring Advisors?
A: We onboard advisors as demand dictates and we plan to bring on a lot more in the future! If you’re interested in joining, please visit our advisor jobs page for more information and to fill out an application. We'll reach out to advisors for interviews when we're in our next onboarding phase!