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
- Financial Independence
- Investment Strategy
- Portfolio Management
- Asset Allocation
- Asset Location
- Tax Planning
- Roth Conversions
- Tax Optimization
- Equity Compensation
- Restricted Stock Units
- Knowledgeable
- Thorough
- Clear
- Patient
- Kind
- Empathetic
- Attentive
- Thoughtful
- Organized
- Efficient
- Personable
- Approachable
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Adam is AMAZING!!!
Adam is AMAZING!!! We had a call with him on allocation. He saved us more in an hour than our former advisor had done in years. He is clear, knowledgeable and thorough. We will continue to use him and can’t recommend him enough!
Working with Adam Coleman is so easy.
Working with Adam Coleman is so easy. He asks good questions and he really listens to our needs and concerns. He addressed all of our needs and explained the reason for each decision in an easy to understand way. He gave us easy to follow next steps as we prepare to go into retirement. We asked him to help us protect our blind side and he did just that. He is so knowledgeable about investing strategies that we are comfortable with. He helped us with Asset Allocation as well as Asset location to make sure we are set up in our accounts in the best way possible going into retirement. He is familiar with ROTH conversion strategies and how our drawdown will affect us tax wise. We will not hesitate to work with him again and again.
Very helpful!
Adam was very organized and efficient. He answered our questions and was very knowledgable. He explained things in a way that made sense to a regular person
Great Session
Adam was very helpful and provided us with a lot of great information.
Excellent, Thorough, and Personalized Advice
Adam was fantastic to work with. In our one-hour session, we accomplished everything I was hoping to cover and more. He took the time to ask thoughtful questions and fully understand my situation, while also making sure I understood the recommendations and reasoning behind them. He followed up with a detailed email outlining next steps and topics we could explore in future sessions. I highly recommend Adam to anyone looking for a knowledgeable, thorough, and personable financial advisor.
Thorough Review, Immediate Value
We met with Adam Coleman on 8/6 for a review of our financial plan, and it was an excellent session. Adam was extremely thorough, walking us through every aspect of our plan in detail and making sure we understood the reasoning behind each recommendation. He also gave us several pieces of immediate, actionable advice we could start applying right away. Coming out of the meeting, we feel much more confident about our financial future. Adam's knowledge and clear communication style made a complex topic easy to navigate, and we're looking forward to our next session with him. Highly recommend Adam if you're looking for a financial planner who is knowledgeable, patient, and genuinely invested in helping you succeed.
I am so glad I came across Hello Nectarine and ...
I am so glad I came across Hello Nectarine and Adam. I was pretty anxious and generally feel easily overwhelmed and intimidated by finance, but Adam was very clear and helped me focus on how to reach my financial goals. He also sent a summary with key points which he prioritized for me. I have a better understanding of where I stand. It was really helpful
Valuable experience
Covered everything we wanted to talk about and much more. Very knowledgeable. Great action steps moving forward.
highly recommended for early retirement planning
As someone who works on AI, I was quite pleased working with a human expert on financial planning, specifically Adam. Incredibly knowledgeable and helpful. I found his consult very important to coming to some conclusions I would not have gotten otherwise. Would/will work with him again.
Review rental portfolio
Cancer stole my emergency fund so I have been having anxiety around what I would do if I lost my job in this economy. I have multiple mortgages and a rental property. I wanted an order of operations on what to sell and what to keep. Adam went far above and beyond my expectations. He answered my pressing questions and then did a deep dive into my current financial health because we had time. He listened deeply without judgement and helped me feel more secure about the decisions I already made and gave me a few actions take that I hadn’t heard in any blogs I’ve read in my FIRE journey.
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.