Team up with Nick Booth, advice-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
Create a money system that fits you like a glove.
Get Confidence in Your Financial Game Plan
If you’ve ever asked yourself:
Where do I even start to invest?
Am I doing the right thing with my money?
Are my peers doing something I’m not?
Am I saving enough to reach my goals?
Will I be okay financially in retirement?
I can help! Team with me to:
Eliminate areas of financial stress and identify your blind spots by covering all your financial bases
Level Up your personal finance knowledge teaming directly with a CFP® professional
Confirm your financial life is on the right track without moving your assets to be managed by someone else
How do I help?
Financial Scorecard Review: Meet with me virtually to discuss your most pressing money challenges and review your financial health. This value-packed intro call is a great first step to getting confidence in your financial game plan. And it’s complimentary!
The Clubhouse: My financial planning service. If you are looking for an in-depth financial second opinion or on-going financial guidance, this is the service for you. I’d love to see you in The Clubhouse!
Writing: I write a newsletter called Mound Visits. It focuses on answering personal finance questions submitted by subscribers. I also write educational guides and blog posts on all financial planning topics. Begin your learning journey here!
I’m “advice-only”. My incentives are aligned with what matters to you.
If you’re ready to step up to the plate and learn more about Nick: