John O'Callaghan, CFP®
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 John
Bio
Hi, I'm John! I live and breathe personal finance so much that the highlights of my week include new podcast episodes coming out from some of my favorite creators. My passion in life is helping people improve their relationship with money and spending by providing personalized education to help them unlock the full potential of their wealth, and more importantly, enjoy the happiness of life's experiences along the way! I’d love to learn about you and how I can help you accomplish your financial goals! If none of the times on my calendar work for you, let me know what day or time you'd prefer and I'll see what I can do!
I Can Help You With
I Enjoy Working With
Personal Stuff
My wife Courtney and I just welcomed our first child, Rowan, into the world. Our free time (of which there is very little these days) revolves around ensuring our golden retrievers, Palmer and Charlie are living their best life!
Education & Designations
Experience
Reviews
Clients say
Reviewers mention
- Retirement Planning
- Roth Conversions
- Tax Planning
- Investment Strategy
- Portfolio Allocation
- Asset Allocation
- Social Security Strategies
- Withdrawal Strategies
- Retirement Accounts
- Brokerage Accounts
- Portfolio Rebalancing
- 401(K) Rollovers
- Knowledgeable
- Friendly
- Approachable
- Personable
- Warm
- Patient
- Thorough
- Prepared
- Professional
- Thoughtful
- Supportive
- Kind
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Couldn't Be Happier with the Guidance I Received
This was my second meeting with John and I am so impressed with his knowledge. I am delighted to have his assistance with retirement planning and only wish I had found him years ago! I am looking forward to continuing sessions with John and recommend him highly.
Detailed and thorough
Had a great one hour meeting with John. I came in with some very specific questions regarding retirement and he provided thoughtful and extremely useful advice. His follow up email was clear and actionable. Looking forward to meeting with him again!
Very helpful. Clear answers. Smart guy.
Very helpful. Clear answers. Smart guy.
Great meeting with John and the hour was incred...
Great meeting with John and the hour was incredibly worthwhile. We were able to cover a lot of ground and he gave me clear actionable steps I can take immediately for my specific situation. I look forward to working with him again in the future and putting his advice into action.
Solid Retirement/Tax Advice
John was personable and professional and gave me great advice regarding my questions around Roth conversions. I will definitely try to work with him again in the future as needed
Meeting with John feels like talking to a frien...
Meeting with John feels like talking to a friend who just happens to be incredibly knowledgeable about personal finance and wants to help you succeed. He was very warm and approachable, and he provided clear. straightforward answers to our questions. We came away from the meeting with a better understanding of our current position as well as specific ideas for next steps. The recap email with action items for us to follow up on was particularly helpful. We really appreciate the flat-fee model and felt that we received quality advice without any pressure or sales pitch. We would highly recommend John to anyone looking for financial advice!
Perfect 1hr Session
John provided clear and actionable guidance that was tailored to our specific financial situation. He came prepared to our session and allowed us to steer the conversation to maximize value.
Helpful, caught important things!
John had prepared well for our chat and with very little need to dig for additional information about my situation was able to understand the things I'd been planning for over a year and highlight a way to easily reduce a very important risk to me, at no cost effectively. It was so helpful to talk to someone with more experience. I didn't realize how useful the advice was until after I'd implemented it and was explaining it to my spouse. Then I realized I better come back on here and write a review. Thanks John!
Professional and knowledgable advice
John was able to help us make a few key decisions as we come up upon year end by helping us think through the pros and cons of our various options. He gave knowledgeable insight regarding ROTH conversions and creating a diversified portfolio based on our specific account types, risk tolerance and goals. Highly recommend setting your mind and financial house in order by connecting with John.
John is Fantastic! 10/10 Recommend
John is a fantastic advisor! I had a very enjoyable and productive 1-hour session with him. He is friendly, enthusiastic, and an expert in his field. He's also a great listener, and he has a great approach to providing recommendations: he thoroughly lists out the options to resolve a particular problem, and then he logically walks through the option that would make most sense for the advisee, based on their personal circumstances. Overall, I was amazed at how much we covered in just a short time, and was grateful for the clarity and direction that John gave. I'm looking forward to meeting with him again in the future, and for anyone who requires financial advice, I would absolutely recommend that you get in touch with him!
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.