Adam Coleman, CRPC®, AFC®
Financial Planner
The Hour
- Pregúntale a un asesor financiero lo que quieras sobre inversiones en una hora
- Sin comisiones, productos ni discurso de ventas
The Plan
- Un programa de 8 semanas para lograr un plan estratégico de tu vida financiera
- Obtén un plan financiero de más de 8 páginas
- $0 ahora; paga después de tu primera reunión
The Ongoing
- Apoyo continuo y responsabilidad cuando lo necesites
- Videollamadas trimestrales y correos ilimitados
- Revisión financiera anual de 2 páginas
Acerca de Adam
Biografía
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!
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Me gusta trabajar con
Lo personal
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.
Educación y designaciones
Experiencia
Reseñas
Los clientes dicen
Los reseñadores mencionan
- Retirement Planning
- Early Retirement
- Financial Independence
- Investment Strategy
- Portfolio Management
- Asset Allocation
- Portfolio Diversification
- Tax Planning
- Roth Conversions
- Tax Optimization
- Retirement Income
- 401(K) Planning
- Knowledgeable
- Thorough
- Patient
- Thoughtful
- Professional
- Clear
- Good Listener
- Kind
- Empathetic
- Approachable
- Organized
- Responsive
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Retirement Lifestyle
I really enjoy working with Adam and feel very fortunate to have found someone I trust. Adam is knowledgeable, thoughtful, and professional, but what I appreciate most is how well he listens and takes the time to understand what is important to me. My retirement plan truly feels like my plan—built around my goals, needs, and the lifestyle I want to enjoy. I also love the objectivity the hourly fee structure offers. I feel more confident about my finances and the decisions I’m making for retirement. My partner and I meet with Adam every quarter to review the plan and take any necessary actions. I highly recommend him!
Another great session with Adam
Another great session with Adam He discussed all the topics I sent him before the meeting I’ve had several sessions with Adam and they are always spot on including his follow up email of action items.
Clarity Given
Adam was so incredibly patient with us and thorough. He made sure what we wanted addressed in the time was. He spoke in financial layman terms so we could understand. He wrote out exactly what we should do next and sent us the steps. We believe he went above and beyond with the information we gave him. We waited to get an appointment with him and it was WORTH it!
Adam is the best!!
Adam is always very thorough with our questions and his recommendations. He doesn’t rush us and we feel our meetings are very helpful. Highly recommend him!
Great experience with a financial planner
This was my first time meeting with a financial planner, and I’m really glad I met Adam. He was patience, easy to talk to, and took the time to really listen and understand my situation. He helped me think through my retirement goals and pointed out a few things I hadn’t considered in my current portfolio. I would definitely recommend taking the time to meet with Adam and review your financial plan.
Practical Help With Early Retirement Strategy
I came to Nectarine looking for a true second opinion on an early-retirement plan I had already spent a lot of time developing. Adam did exactly what I was hoping an advisor would do: he took the time to understand the plan, challenged assumptions where he disagreed, and gave me concrete recommendations rather than generic reassurance. What stood out most was that he looked at retirement timing, withdrawal strategy, taxes, asset allocation, and spending as one integrated problem. He also modeled my situation in RightCapital and followed up with specific recommendations that gave me several things to investigate further. I especially appreciated that he was willing to disagree with parts of my existing Roth-conversion strategy and explain why. I left the initial meeting with much more clarity about what actually needs to be solved before retirement and, perhaps more importantly, what does not. The advice has already changed some of my decisions and made me more confident about the range of choices available to me.
We were pleased with our experience
We were pleased with our experience. He took the time to understand our situation, reviewed our overall financial position, and gave us specific, practical information we could use. We left feeling much more informed and look forward to working with him again.
An hour well spent! My wife and I set up a pre...
An hour well spent! My wife and I set up a pre retirement planning session with Adam and it could not have gone better. We were thoroughly impressed with the amount we were able to cover. The Medicare information alone was well worth the time. We are working on our plan and are looking forward to our next meeting.
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.
Preguntas frecuentes
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.