Adam Coleman, CRPC®, AFC®
Financial Planner
The Hour
- Ask a financial advisor anything about investing in one hour
- No commissions, products, or sales pitch
The Plan
- An 8 week program to achieve a strategic plan for your financial life
- Get an 8+ page financial plan
- $0 due now, pay after your 1st meeting
The Ongoing
- Ongoing support and accountability when you need it
- Quarterly video calls & unlimited emails
- Annual 2 page financial checkup
About Adam
Bio
Hi, I'm Adam! I've always had a passion for personal finance, but was frustrated by the industry that was mostly filled with salespeople focused on helping the rich get richer, while everyone else struggled. I've spent the last 20 years trying to pave a different path by providing accessible financial education to those in need. My clients are primarily millennials, Gen X, and FIRE enthusiasts trying to navigate that "messy middle" part of life with constant changes and major life events: buying a home, starting a family, trying to get out of debt, starting off as a DIY investor, or planning for early retirement. I also love working with pre-retirees as they navigate the transition from wealth accumulation into the retirement withdrawal stage. I can’t wait to learn more about your goals and help you create a plan to accomplish them!
I Can Help You With
I Enjoy Working With
Personal Stuff
When I’m not immersed in the world of finance, you can usually find me enjoying our family movie nights every Friday, weekly date nights with my amazing wife Andrea, playing chess with my oldest son, or riding bikes/taking a walk with my youngest son. When we’re fortunate enough to get away, I love to travel to the mountains or save up for a big vacation to the Caribbean.
Education & Designations
Experience
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Frequently Asked Questions
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.