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?

  1. Intro Call with Nick: Meet with me virtually to discuss your most pressing money challenges. This 30-minute Zoom call is a great first step to getting confidence in your financial game plan. And it’s complimentary!

  2. The Clubhouse: My financial planning service. If you are looking for an in-depth review of your financial situation or on-going financial guidance, this is the service for you.

  3. 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.

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: