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
- Financial Independence
- Investment Strategy
- Asset Allocation
- Tax Planning
- Roth Conversions
- Equity Compensation
- Stock Options
- Portfolio Reviews
- Cash Flow Planning
- Estate Planning
- Knowledgeable
- Thoughtful
- Patient
- Thorough
- Friendly
- Personable
- Compassionate
- Professional
- Prepared
- Clear
- Practical
- Honest
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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.
Awesome first experience with a financial advisor!
Meeting with Nick exceeded my expectations! It's clear that he's not only knowledgeable, but he truly cares about his clients. He took the time to answer our questions, learn our goals, and educate us on complex financial concepts. We learned SO much and here a week later, my husband and I still remark on what a valuable hour that was with Nick. We took some things away and are looking forward to booking another hour soon! Thankful to have found Nick.
Nick was well prepared and had reviewed my inta...
Nick was well prepared and had reviewed my intake prior to the session. He answered all of our questions and took the time to explain everything. I am very passionate about personal finance and still learned a number of things from our conversation. Meeting with Nick is well worth the investment.
Exactly what I was looking for!
Nick made sure that he understood my goal for time we had, and made sure that he answered all of my questions. After the meeting he provided a written summary and useful resources for me to follow up with.
Top notch!
It wasn't easy for me to pick an advisor based on all the choices you have on Nectarine, so I am really glad their tool pointed me toward Nick. He gave me really quality advice and explained things so I could understand. He went over time with me just to make sure I understood a point he was explaining, which I really appreciated. I received an inheritance when my father passed, and I wanted help deciding what to do with the money. Nick helped me calculate whether or not I was on track with my savings for retirement and we discussed options I had for the money. He was really careful to use the hour we had strategically. I'm happy enough that I plan to schedule a follow-up appointment, and I have already recommended him to friends.
Very informative on several different topics
Very informative on several different topics
Great help with retirement questions
We had questions about when we could retire, as well as how much home we could afford. Nick was great with both questions! He helped us calculate how much we’d need in retirement, and when we would hit that number. He also gave general feedback about our investment portfolio!
Amazing!
Amazing! I noticed Nick has experience in the Financial Independence (FI) community listed in his bio, so I used a case study template to prepare for our meeting. I put together as much as I could, created a list of questions, and Nick did an excellent job taking my analysis to the next level! I learned so much in this one hour about how to structure my investments for short and long term plans, and I feel much more confident than I did going into the meeting. I highly recommend Nick as a financial advisor.
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.