The Clubhouse

Team up with Nick Booth, CFP® to transform your financial life

What is The Clubhouse?

It’s my financial planning program.

Designed how I’d want to work with a financial planner.

Check out how the program works below.

Who is The Clubhouse for?

Those seeking to structure their financial lives in a simple and efficient way. Those wanting to make sure they are covering all their financial bases.

My current clients are all awesome people seeking help with:

1) Major life decisions such as getting married, buying a home, starting a family, receiving an inheritance, starting to invest, etc.

2) Planning for retirement or early retirement.

How The Clubhouse Works

  • A 30-minute Zoom with Nick Booth, CFP® to discuss your most pressing money challenges and review what is included as a Clubhouse member.

    If we mutually agree The Clubhouse program is right for you, you’ll receive an invite to join.

  • After signing a client agreement and paying the invoice, you'll receive a login to my financial planning software.

    You'll have instructions to fill out financial information and upload financial documents to the secure vault. I will review all information provided in detail prior to the meeting.

    We'll meet for 60 minutes to review the information you inputted and i'll highlight anything that jumped out to me.

  • We'll dive headfirst into your financial past and future.

    What are your beliefs about money? What did you learn about money from your upbringing?

    What are your future goals? Where do you want to be?

    This ~60-90 minute meeting is a favorite for Clubhouse members. It brings a clarity and purpose to our work together.

  • Now that we have an understanding of your current financial situation and money beliefs/history/goals, we will review different strategic areas of personal finance over two meetings.

    • Cash flow analysis (Income and Expenses, Savings Rate and Burn Rate)

    • Bank Accounts and Credit/Debit Cards Review

    • Debt Management Strategy (Mortgage, Student Loans, Auto Loans, Debt Rate, etc.)

    • Insurance Analysis (Life/Health/Disability/Umbrella/Homeowners/Auto, etc.)

    This meeting is ~60-90 minutes depending on complexity.

  • This ~60-90 minute meeting focuses on:

    • Investment Analysis (Tax-Efficient Strategy, Asset Allocation, Fund Selection, etc.)

    • Client-specific Goals Analysis (Retirement Income Planning, Roth Conversions, Equity Compensation, Employee Benefits, Home Purchase, Education Funding, etc.)

    • Legacy Discussion and Estate Planning (Beneficiary designations, Last Will and Testament, Trusts, Power of Attorney, Advance Directives, etc.)

  • Finally, the initial program ends with:

    • Review detailed plan for all recommended changes to current plan

    • Leave meeting feeling confident with action plan

    • Determine frequency of future meetings

  • After the conclusion of the initial program, you can team up with me on an on-going basis.

    Information about what is included is below.

What does The Clubhouse cost?

The initial program includes:

  • Three-month engagement covering all areas of personal finance

  • Five financial planning meetings focused on covering all your financial bases and finding solutions to roadblocks

  • Unlimited email support

  • Login to financial planning software

  • Flat fee of $3,600

The annual membership includes:

  • One 60-minute “annual progress meeting” + 30-minutes of document review and/or plan updates

  • Login to financial planning software

  • Upfront fee of $450 billed every 12 months

  • If needed, additional meetings or work can be performed at an hourly rate of $300, billed in 15-minute increments

Your Nine Innings of Life will have inevitable ups and downs.

Having a professional in your corner can make the journey smoother and help you worry less about your finances.

Reduce Complexity

Take steps to simplify your financial life and give you the confidence to take action. Cut through the noise to locate the signal.

Offload Unpleasantness

Do you procrastinate? Don’t have enough time with your busy schedule? Delegate those icky tasks, save time and go on enjoying your life.

Make Informed Decisions

Combine your finances with personalized attention from a professional who knows your lifestyle, family history and values.

Feel Safer

You’ll have a professional in your corner monitoring your finances and giving you endless encouragement.

There When You Need It

Access to Nick Booth, CFP® for all meetings, emails, calls and texts. Plus everything in between!

Two Service Options

Join The Clubhouse on an “one-time” basis or “on-going” basis. Schedule an intro call with me below to get started.