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:

Will I be okay financially in retirement?

Am I saving enough to reach my goals?

Am I doing the right thing with my money?

Can I retire early or take a pay cut?

Where do I even start to invest?

I can help! Team up 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 an advice-only 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. Financial Planning Services: I offer three distinct service tiers: The Hour, The Plan and The Clubhouse. Whether you want to meet once for an hour or form a long-term relationship, I have a service for you.

  3. Writing: I write a biweekly newsletter called Mound Visits. My goal is to write about personal finance topics in an entertaining fashion. People seem to like reading it and find it useful, so i’ll keep writing it. It helps that it’s free to subscribe.

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: