Adam Coleman, CRPC®, AFC®
Financial Planner
The Hour
- Ask a financial advisor anything about investing in one hour
- No commissions, products, or sales pitch
The Plan
- An 8 week program to achieve a strategic plan for your financial life
- Get an 8+ page financial plan
- $0 due now, pay after your 1st meeting
The Ongoing
- Ongoing support and accountability when you need it
- Quarterly video calls & unlimited emails
- Annual 2 page financial checkup
About Adam
Bio
Hi, I'm Adam! I've always had a passion for personal finance, but was frustrated by an industry mostly filled with salespeople focused on helping the rich get richer, while everyone else struggled. I've spent the last 20 years trying to pave a different path by providing accessible financial advice to those in need. I primarily work with pre-retirees and retirees navigating the transition from building wealth to living off of it. I help with retirement income, investment and withdrawal strategies, Social Security, Roth conversions, and tax planning. I also enjoy working with millennials, Gen X, and FIRE enthusiasts navigating the "messy middle" of life, including buying a home, saving for kid's college, or DIY investing. I offer hourly, one-time, and ongoing financial planning. Whether you're figuring out when you can retire, how much you can spend, or want a second opinion, I can’t wait to learn more about your goals and help you create a plan to accomplish them!
I Can Help You With
I Enjoy Working With
Personal Stuff
When I’m not immersed in the world of finance, you can usually find me enjoying our family movie nights every Friday, weekly date nights with my amazing wife Andrea, playing chess with my oldest son, or riding bikes/taking a walk with my youngest son. When we’re fortunate enough to get away, I love to travel to the mountains or save up for a big vacation to the Caribbean.
Education & Designations
Experience
Reviews
Clients say
Reviewers mention
- Retirement Planning
- Early Retirement Planning
- FIRE Planning
- Tax Planning
- Tax Optimization
- Roth Conversions
- Retirement Withdrawals
- Investment Strategy
- Portfolio Management
- Asset Allocation
- Asset Location
- Portfolio Diversification
- Knowledgeable
- Thorough
- Patient
- Professional
- Responsive
- Clear
- Thoughtful
- Attentive
- Empathetic
- Kind
- Personable
- Approachable
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Very responsive, answers questions in well thou...
Very responsive, answers questions in well thought out narratives. Providing comprehensive retirement strategy
Professional, experienced, and insightful
One meeting with Adam and I received so much good advice, I need to rewatch the recording to make sure I didn't forget anything. He directed my attention to the parts of my retirement plan that need adjustment, and provided assurances for the parts that were already solid.
Time well spent!
Adam was extremely professional, patient and knowledgeable about all things related to retirement planning, drawdown and assets. After completing our session, I left feeling even more confident about my family's financial future. Highly recommend spending time with Adam!
I am getting close to the finish line!!!
I am getting close to the finish line!!! Adam helped me streamline my accounts, and set up a game plan for upcoming withdrawals. Most importantly, he gave me the confidence that I will have a comfortable retirement
Adam was excellent. He walked through my notes ...
Adam was excellent. He walked through my notes step-by-step and provided valuable feedback and advice. I really appreciated his expertise and recommendations in the short-term and long-term. I will gladly follow Adam's advice and will be back for another session in the Spring!
Adam’s advice was exactly what I needed
My session with Adam was exactly what I needed. I was able to give him a clear synopsis of my assets and my life picture, and he was able to clearly and directly advise me and answer my questions. I will definitely use the nectarine platform and work with Adam again in the future.
Adam worked with the information we gave and wa...
Adam worked with the information we gave and was very thorough, helping us think about potentially selling our house and buying a new house. He also managed to give us several straightforward “just do it” pointers for our overall portfolio. We now have a long list of next steps and plan to reach out again once we are through with those
Worth it
My meetings with Adam are always valuable. He gives me a lot to consider for my future goals and great strategies to help me reach them.
Adam was extremely helpful and knowledgeable . ...
Adam was extremely helpful and knowledgeable . The best $$$ we have ever spent on financial advice. He explained to us in an hour what other financial advisors have never even mentioned to us. If you want a no nonsense approach and easy to understand evaluation of your portfolio - he is definitely the guy. I would recommend him to family and friends which I never would do with my past advisors.
Get started yesterday!
I first met with Adam just to get more in depth perspective on questions I had. I had worked with three different financial advisors over the years who managed my money and took their cut. And they mostly had a "trust me" approach though they would answer questions if asked. As I got older and asset levels increased, I wanted to go deeper on tax implications, retirement planning, and to better wrap my arms around our financial picture. After one hour with Adam, I knew he was what I had been wanting all along. He helped me transition to managing my own investments, answers questions via email in a very timely manner, and I know he will be trusted partner as we work towards retirement in the coming years. He's a perfect balance between cost and value, vs what we paying before as a % of assets. I recommend him whenever and wherever I can!
Frequently Asked Questions
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.