Nick Booth, 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 Nick
Biografía
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.
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Lo personal
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/
Educación y designaciones
Experiencia
Reseñas
Los clientes dicen
Los reseñadores mencionan
- Early Retirement
- FIRE Planning
- Coast FIRE
- Retirement Planning
- Tax Planning
- Portfolio Reviews
- Investment Strategy
- Portfolio Management
- Pension Planning
- Government Employee Retirement
- Roth Conversions
- Backdoor Roth IRA Strategies
- Knowledgeable
- Prepared
- Clear
- Patient
- Helpful
- Empathetic
- Thoughtful
- Personable
- Professional
- Kind
- Friendly
- Approachable
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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.
Great advice!
We were looking for an hourly fee advisor after being AUM for a long time and Nick was great! Very informative and we learned a lot during our meeting. We will definitely be back in touch with him for advice on our portfolio! Overall 100% satisfied!
1 Hour Meeting with Nick
We met with Nick to discuss a question regarding options for taking a cash pension. Nick was able to answer our question completely, and introduced some additional things to think about that we hadn't prior to our meeting. As always, we value Nick's input on our retirement decisions.
Empathetic, clear, and knowledgeable
Empathetic, clear, and knowledgeable
We signed up for the "The Plan" with Nick. Base...
We signed up for the "The Plan" with Nick. Based on our goals and what we were hoping to get out of the experience and plan, we are very pleased. Nick was thoughtful and helpful throughout the process. Due to our specific situation and goals, Nick went above and beyond, asking thoughtful questions and including specific retirement options, based on our unique goals. Nick is a lovely human and skilled advisor. We look forward to continued work with him.
Nick is knowledgeable, super patient, and helpf...
Nick is knowledgeable, super patient, and helpful!
Follow-up session
We've used Nick on several occasions and find his insights very helpful. We feel more comfortable with our financial decisions as a result.
Knows his stuff
Nick was not only well prepared for our conversation and answered all my questions, he helped me see things I hadn't considered which will make a big difference moving forward.
Nick was great. In just one short hour, he anal...
Nick was great. In just one short hour, he analyzed our portfolio and our plan for early retirement and gave detailed answers to our specific questions. He also followed-up with a comprehensive email with next steps and answered one additional question I had via email. Overall, Nick was knowledgable and very helpful. We will book 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.