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Nick Booth, CFP®

Nick Booth, CFP®

Financial Planner

The Hour

  • Ask a financial advisor anything about investing in one hour
  • No commissions, products, or sales pitch
$375one time
Next Available: 9/1/2026 8:00 PM
View Availability

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
$4,500one time
Next Available: August 2026

The Ongoing

  • Ongoing support and accountability when you need it
  • Quarterly video calls & unlimited emails
  • Annual 2 page financial checkup
$250/ month
(billed $750 every three months)
15/20 spots available!
Which service is right for me?

About Nick

7
years of experience
298
The Hour meetings
35
The Plan engagements
4.97
average review

Bio

I help my clients feel confident about their personal finances. I started my finance career working for two of the largest Wall Street firms. I founded my own company in 2022 (Nine Inning Finance) to focus on serving clients as an advice-only planner. I typically work with two groups of folks: 1) Those approaching retirement and asking: have we saved and invested enough to stop working? When can we retire? 2) Those looking for guidance with major life events: getting married, buying a home, starting a family, receiving an inheritance, starting to invest, receiving stock compensation, planning for early retirement, etc.

I Can Help You With

401k rollover
Equity compensation
Estate planning
Getting started with investing
Insurance
Investing for kids
Portfolio review
Roth conversions
Social security
Tax planning

I Enjoy Working With

Families with children
FI/RE
Government employees
Millennials / Gen Z
Pre-Retirees
Public service professionals
Retirees
Teachers & educators
Tech employees
Young couples

Personal Stuff

I am a big baseball fan (Go O's!). I managed a local youth baseball league for many years before I became a financial planner. That's how I earned the nickname, "Coach". My wife and I welcomed our son to the world in August 2024. He has brought a new joy into our lives! I also write a personal finance newsletter called Mound Visits: https://moundvisits.substack.com/

Education & Designations

Certified Financial Planner™
Since 2021
Certified Digital Asset Advisor
Since 2022
Georgetown University
M.P.S.
University of Wisconsin-Madison
B.A.

Experience

Nine Inning Finance, LLC
Chief Executive Officer
2022 – Present
JP Morgan Wealth Management
VP, Investments
2021 – 2022
Merrill Lynch Wealth Management
Financial Advisor
2019 – 2021

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Frequently Asked Questions

You can ask anything related to investing or personal finance! We are here to help you put your money in the right places so you can reach your financial goals.

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.

Yes, you can reschedule or cancel up to 24 hours before your appointment. Just click the reschedule link in your confirmation email or in your Nectarine account.

Yes, the meeting can be recorded for your records and made available in your Nectarine account shortly after your meeting. You can request for the recording to be turned off at any time or message us or your advisor before your meeting to request that the recording is never turned on. You can also request for the recording to be permanently deleted at any time.

We are confident that you will have a great experience, but if it did not meet your expectations just let us know & we'll refund 100% of your money. We're trying to make you rich, not sell you junk!
The endorsements displayed on this Website have been provided by clients who have completed an engagement with an Advisor. No compensation was paid for any endorsement and the endorsements may not necessarily be representative of all Nectarine experiences.
Nick Booth, CFP® — Fiduciary Financial Advisor | Nectarine