Nick Kyburz
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
Hi, I'm Nick! I've been obsessed with personal finance ever since I was a young teenager, but I hated the idea of selling financial products. That passion led me down two paths: financial planning and AI engineering. I'm passionate about optimizing every dollar — keeping more money in your pocket and less going to taxes. I specialize in working with professionals who are accumulating wealth through strong incomes, equity compensation, and disciplined investing. Whether you're trying to optimize RSUs, evaluate stock options, determine if you're on track for Coast FIRE, or answer the question "Can I retire early?", I can help you build a clear roadmap. I've built countless financial plans while working for The Money Guy Show and want to bring that expertise to you. I'd love to help you work through your unique situation and feel confident in your decisions!
Puedo ayudarte con
Me gusta trabajar con
Lo personal
My wife and I spent eight great years in Chicago before making the move to the Nashville area two years ago. We brought our five-year-old dog, Nala, along for the adventure, and recently welcomed our first baby girl, Eleanor, into the family. Outside of work, I’m happiest spending time with my family, whether that means exploring a new hiking trail, trying out a local restaurant, or squeezing in a workout together in our garage.
Educación y designaciones
Experiencia
Reseñas
Los clientes dicen
Los reseñadores mencionan
- Financial Planning
- Retirement Planning
- Early Retirement Planning
- FIRE Planning
- Investment Strategy
- Asset Allocation
- Portfolio Analysis
- Tax Planning
- Roth Conversions
- Tax Diversification
- Retirement Withdrawals
- Company Equity
- Knowledgeable
- Prepared
- Clear
- Patient
- Thoughtful
- Friendly
- Professional
- Personable
- Honest
- Transparent
- Compassionate
- Practical
Ordenar reseñas
Filtrar por tipo
Nick was extremely knowledgeable about all aspe...
Nick was extremely knowledgeable about all aspects of financial planning and investing that we discussed. He provided actionable steps on a plan forward and that’s is exactly what we wanted. He educated us on the fees etc that different investment scenarios entail and how to navigate that the best way.
Great resource for FIRE, SWR, and SORR
Nick had great knowledge of all the topics I wanted to cover and came prepared. I'm a DIY planner but wanted input and second opinion on asset allocation to manage SORR and MAGI for ACA. Nick validated some of my assumptions and made me question others. He recommended several incremental but important changes to my plan - all in an hour. Definitely recommend and will leverage Nick again.
Beyond Pleased
Nick Kyburz is a very down to earth, logical, and transparent advisor. I believe he has my best interests first and foremost, he is a family man, professional, friendly, and I trust utilizing Nick and Nectarine over any other Financial Institutional Advisory firms. For a fee only based advisor I am very pleased to have been introduced and working withNick Kyburz.
Nick had lots of great suggestions and recommen...
Nick had lots of great suggestions and recommendations and literally "ran the numbers" as we were talking through options to help me see what impact different saving rates had on our future plans. I was very impressed with Nick!
Financial Update with Nick
I felt it was time for a financial refresher and had some specific issues with gifting to adult children and accounting for future events. From the start, Nick was engaging and very easy to converse with. He also immediately understood my situation and had some great advice I can use immediately. As a bonus, he put together a detailed long term plan accounting for things like a new car, using the rollover IRA RMD for gifting, plus a healthy budget for retirement travel. It was a very rewarding session and I'd recommend Nick for anyone.
Nick far exceeded my expecatations.
Booked a consultation with Nick. His knowledge was far beyond what I expected. He answered all my questions and spent extra time making sure everything was covered. Nick also sent a very detailed follow up email outlining all things we discussed plus a roadmap of things to do. I highly recommend booking time with Nick to sort out your financial life!
Helpful insights, feedback and questions
Really appreciated the insights and feedback we got as well as the questions he asked us to helps us think through our assumptions and goals. He clearly prepared for our meeting and made sure we got through the key questions we posed. During our initial meeting, we ran through a quick scenario and I appreciated how he clearly suggested and shared assumptions/reasoning while also putting the output in context.
Very helpful discussions with Nick
I can't really say enough good things about everyone I've consulted via Nectarine, particularly Nick Kyburz. I try to do a lot of self-education, since financial planning has a high learning curve, but every time I take an hour to talk things out I come away with a clearer sense of how to approach my finances. This period of my life is particularly complicated for me, with a lot of options, and Nick has been invaluable in helping me chart a course ahead.
Nick was so helpful! This was my first time spe...
Nick was so helpful! This was my first time speaking with a financial advisor and I wasn't sure what to expect. He answered every question I had very thoroughly and thoughtfully which really helped point me in the right direction. Highly recommended!
Highly Recommend.
My initial meeting with Nick was an excellent experience. He took the time to fully understand my financial goals and priorities, which gave me great confidence in moving forward.
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.