John O'Callaghan, CFP®
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 John
Biografía
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!
Puedo ayudarte con
Me gusta trabajar con
Lo personal
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!
Educación y designaciones
Experiencia
Reseñas
Los clientes dicen
Los reseñadores mencionan
- Retirement Planning
- Investment Strategies
- Tax Planning
- Roth Conversions
- Portfolio Management
- Asset Allocation
- 401(K) Rollovers
- Brokerage Accounts
- Social Security
- Pension Options
- Early Retirement
- Withdrawal Strategies
- Knowledgeable
- Clear
- Thoughtful
- Prepared
- Patient
- Friendly
- Approachable
- Personable
- Professional
- Attentive
- Supportive
- Kind
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Greatly increased confidence of retirement
Our discussion about retirement planning was enlightening and extremely valuable to understand retirement investments, their limitations, and tax considerations. I feel I have greater confidence after our discussion. The summary of our meeting was very beneficial highlighting details without trying to recall them later, and included an action plan for considering improvement/changes to my strategy.
Excellent Financial Review
John was very knowledgeable, an excellent listener and he addressed each of my concerns with confidence and clarity. He made solid, practical actionable recommendations to improve my financial situation.
Highly recommended
John understood what our financial concerns were and provided useful guidance to help us achieve our objectives. It was a very helpful session.
Focused and Ready To Work For Us
John listened carefully to and addressed our most pressing decisions regarding multiple pension options and was able to weigh in thoughtfully on questions regarding RMDs and Roth concerns while being a pleasure to speak with.
Productive First Meeting
I've never used a financial advisor before but wanted guidance on the best way to begin withdrawing from my brokerage after a job loss. John was very helpful in getting to know my situation and then offering suggestions on the best way to proceed. He walked me through how to make the withdrawal and the tax impact. We really maximized the hour and covered a lot of topics. He was supportive of my goals and I never felt pressured to buy or do a certain thing. I'll most likely book with him again once or twice a year.
He is knowledgeable and good listener. I will ...
He is knowledgeable and good listener. I will continue to work with him.
John was very helpful and knowledgeable.
John was very helpful and knowledgeable.
John was well prepared for our call. I enjoyed...
John was well prepared for our call. I enjoyed speaking to him and getting thoughtful insights on my retirement outlook. I will continue to work with John after our initial meeting.
straightforward
My wife and I met with John about Roth Conversions, Tax implications and IRMAA fees. He looked at the data we sent ahead of time and the fundamental question and confirmed our research with a few new insights. That was just what we were looking for.
Excellent!
John came into the meeting well-prepared. He had studied the material we uploaded ahead of time and was very clear on the questions we had laid out for our one-hour meeting. We were impressed by his depth of knowledge and his communication skills. And he sent an impressively thorough email summarizing our meeting. We will be scheduling with him 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.