Nick Booth, 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 Nick
Bio
I help my clients feel confident about their personal finances. I started my finance career working for two of the largest Wall Street firms. I founded my own company in 2022 (Nine Inning Finance) to focus on serving clients as an advice-only planner. I typically work with two groups of folks: 1) Those approaching retirement and asking: have we saved and invested enough to stop working? When can we retire? 2) Those looking for guidance with major life events: getting married, buying a home, starting a family, receiving an inheritance, starting to invest, receiving stock compensation, planning for early retirement, etc.
I Can Help You With
I Enjoy Working With
Personal Stuff
I am a big baseball fan (Go O's!). I managed a local youth baseball league for many years before I became a financial planner. That's how I earned the nickname, "Coach". My wife and I welcomed our son to the world in August 2024. He has brought a new joy into our lives! I also write a personal finance newsletter called Mound Visits: https://moundvisits.substack.com/
Education & Designations
Experience
Reviews
Clients say
Reviewers mention
- Retirement Planning
- Early Retirement Planning
- FIRE Planning
- Coast FIRE Planning
- Tax Planning
- Roth Conversions
- Backdoor Roth IRA Strategies
- Portfolio Reviews
- Investment Planning
- Investment Strategy
- Portfolio Allocation
- Government Employee Retirement Benefits
- Knowledgeable
- Prepared
- Personable
- Patient
- Friendly
- Trustworthy
- Professional
- Thoughtful
- Clear
- Organized
- Kind
- Empathetic
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Just What I Needed
Nick was prepared and knowledgeable about the topics we wanted to discuss. He had studied our financial situation and applied that knowledge to our questions. Nick is very personable and listened to what we had to say. We feel very confident about the decisions we made based on his advice. We will definitely be working with him again.
Excellent service
Nick is a great professional advisor. I will recommend him without hesitation.
A great learning experience
Our hour-long session with Nick was highly productive. My wife and I had a specific (and overly lengthy!) set of questions. Nick was prepared and provided a wealth of pertinent information and suggestions. With other advisors that we've used in the past, I felt like they only told us what we already knew. With Nick, it was a learning experience. And his follow-up summary was thorough and provides a clear roadmap for moving forward with rebalancing our portfolio and beginning to implement some of our goals in retirement. We've already scheduled a second hour with Nick to cover a few questions that we didn't have time for. We also find Nick to be personable and genuine. It is a pleasure and an education talking with him.
Nick was knowledgeable, patient, and informed. ...
Nick was knowledgeable, patient, and informed. I’d definitely work with him again and plan to
Great meeting - thorough and thoughtful
I have met with Nick multiple times to discuss personal finances and planning around different investment accounts and to get a different perspective on the funds I am investing in. Nick always comes prepared and ready to discuss the information sent to him prior to the meeting to maximize our time. Much appreciated!
Hour call for early retirement plan review
We booked an hour call with Nick to review our potential early retirement plans and level-set our progress and timeline. We provided details on our accounts ahead of the meeting and Nick arrived well prepared to discuss everything and advise on potential gaps in our plan. We covered a lot more ground in the call than I expected because of his preparation and my spouse and I ended the call with a clearer vision of the next steps we need to take to continue on our early retirement plan.
Patient, accessible help with retirement planning
My wife and I needed help making the right decisions for our retirement planning. Nick did an amazing job of simplifying everything so we understood the situation and made our decisions easy. He was friendly, trustworthy, and patient with us. We are excited to return to Nick the next time we have any financial planning or support needs.
A great hour's conversation
Nick calmy walked through our current situation, asking thoughtful questions about our plans/goals in order to inform a broader review. He shared his thoughts on portfolio allocations for our near and medium term goals, nudged us on appropriate financial protections, and most of all gave us confidence in the plan we are working on. Most importantly, acknowledging that a good portion of finances is behavioral/psychological goes a long way towards being able to offset that.
Fantastic
Fantastic for FIRE and Coast FIRE couples. Very knowledgeable. Highly recommended.
Helpful Advice
This was our first time meeting with a financial advisor and it went great. Nick was great at listening to our goals for early retirement and provided feedback and some helpful guidelines and recommendations. We would be happy to meet with him again.
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.