Nine Inning Finance, LLC
I'm an advice-only financial planner based in North Bethesda, MD. I love helping my clients feel more confident with their financial lives.
People who hire me are seeking help with 1) Making major life decisions such as getting married, starting a family, buying a home, receiving an inheritance, starting to invest, etc. 2) Planning for retirement 3) A second opinion on their self-managed or advisor-managed investment portfolio.
I offer two services: Financial Scorecard Review (complimentary) and The Clubhouse (one-time engagement and/or on-going relationship/hourly).
Check out my monthly newsletter here: https://moundvisits.substack.com/