Let's Build Your Future.
We're genuinely passionate about giving families, founders, and friendly folks access to life-changing advice and information.
The NOMADIC Plan
A bird's-eye view of your complete financial situation, and a detailed guide on exactly how to put your plan into action.
Includes:
3-Month Engagement
We'll work together over a 3-month period, meeting regularly as needed. You'll be able to ask all of your questions, and have dedicated access to your personal advisor.
Comprehensive, Personalized Advice
Your advisor will look through all of your accounts, assets, and reports to get a comprehensive view of your financial situation.
We'll provide advice and guidance around issues and questions as they arise and align your finances with your goals and values
Clear, Actionable Steps to Your Goals
At the end of the engagement, you will receive tailored advice and recommendations on exactly what steps to take to follow through on your goals.
How We Do Things:
Step One
Intro Chat
First, let's have a consult chat to learn a bit about your situation, and see if we can help.
Step Two
Get On Board
In these 2-3 meetings, we'll review your financial situation, discuss goals, and listen to top-of-mind concerns.
For business owners, we'll also look carefully into P+L, cash flows, and address questions + topics of interest.
Step Three
Plan Delivery
We'll deliver a prepared financial plan with action items, analysis, and pathways to your success. We'll explain it in great detail, too.
After That
We can continue our work together, helping you implement the plan and adapt it as life changes occur, with our Ongoing Planning service.
Or, we'll pass everything to you if you prefer to manage on your own.
Our Specialties
Charitable Giving
Cash Flow
Tax Planning
Retirement
Estate Planning
Investments
Business Planning
Major Decisions
Trust Us
Why You Should
We love doing this.
This is a passion for us, not just a profession. When you work with us, you're working with people who truly want to be here, supporting your goals.
We Prize Relationships.
We started NOMADIC to serve people, and support their success in the longterm. With us, you're not just another file.
We're fiduciaries, here to serve.
We take our role as a fiduciary seriously. We serve your interests and needs, and not some hidden agenda.
Longterm Investment Management
Longterm
Investment Management
Our most popular service, this includes ongoing planning, active plan implementation, and access to your advisor anytime you need.
Includes:
Meetings When You Need Them
We'll meet throughout the year, to check in on action items and answer questions during more urgent times.
Continual Relationship
We'll work together on an ongoing basis to partner on plan implementation, as well as update your plan to adapt to life changes. This ensures your plan gets put into action and always reflects your current situation.
Regular Advisor Access
Your advisor will be available by email and phone as needed, anytime you need.