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!
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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
- Retirement Planning
- Early Retirement Planning
- Financial Independence
- Investing
- Investment Strategy
- Asset Allocation
- Portfolio Reviews
- Tax Planning
- Roth Conversions
- Tax Optimization
- Retirement Withdrawals
- Equity Compensation
- Knowledgeable
- Thorough
- Patient
- Friendly
- Warm
- Professional
- Prepared
- Clear
- Articulate
- Thoughtful
- Compassionate
- Honest
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I had an excellent experience working with Nick...
I had an excellent experience working with Nick. He took the time to thoroughly answer my questions, provide detailed follow-up notes, and offer clear, actionable recommendations for my next steps. I especially appreciated their willingness to research the 529 Plan-to-Roth IRA conversion process and provide additional clarity around the options available to me. After our meeting, I felt confident moving forward and was able to make meaningful progress on several financial planning items right away. His knowledge, attention to detail, and proactive approach made the entire process feel productive and approachable. I truly appreciate the guidance and highly recommend his services!
Nick's ability to clearly communicate financial...
Nick's ability to clearly communicate financial advice is astounding! He has a welcoming and warm demeanor and ensured the session was both productive and efficient. He was referred to me by two colleagues, and I'll also be referring him to others!
Nick is very knowledgeable. He is thorough in ...
Nick is very knowledgeable. He is thorough in his approach, taking time to listen and gather all relevant data before making recommendations. He communicates well and fosters a teamwork-like environment. It is clearly evident that he wants my plan to succeed and is providing top notch advice.
⭐⭐⭐⭐⭐
⭐⭐⭐⭐⭐ I cannot speak highly enough of Nick. His professionalism, expertise, integrity, and genuine dedication to his clients are exceptional. He takes the time to understand individual financial goals and provides thoughtful, personalized guidance with clarity and patience. His knowledge, attention to detail, and commitment to excellence inspire tremendous confidence and peace of mind. I feel extremely fortunate to have him as my financial advisor and recommend him without hesitation.
We really enjoyed working with Nick!
We really enjoyed working with Nick! He was helpful, patient, and provided clear, concise instructions after our meeting. He also made sure we knew he was happy to answer any follow-up questions. We truly appreciate his guidance and would highly recommend him to our friends!
Great first meeting
Extremely educational first meeting to discuss upcoming retirement. Explained everything in detail and gave us a plan to work on completing before we retired. Will definitely be using him again to help make sure we remain on track as we get closer.
Nick was everything I could hope for, and more!
Nick was everything I could hope for, and honestly, much more! He came super prepared and I felt like he could provide advice to someone just starting out on their personal finance journey or someone super knowledgeable. I consider myself a little more advanced than the average person and he truly leveled up my knowledge in a single session. I was and am absolutely blown away by his knowledge and will 100% book with Nick again! Thank you again for the incredible work and thoughtful guidance during our session Nick. The detailed action plan, complete breakdown and tailored investment strategies gave us total clarity on how to optimize our finances for the rest 2026 and beyond. Your expertise makes a huge difference for our family. THANK YOU so much!
Left feeling confident and encouraged
He answered my questions in terms I could understand. He didn’t make me feel silly or like I should be in a different spot. Will definitely be meeting with him again!
Satisfied Customer
Nick was easy to work with and was able to understand my situation and give solid advice based on that. I look forward to booking him again in the future!
Knowledgeable & Articulate
Highly recommend Nick! very articulate and knowledgeable; gave great recommendations, clear roadmap & action items to follow with our specific situation. I would definitely use 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.