Coach
Nick SmithAFC Candidate - Certified in YouNeedaBudget & MyBudgetCoach
As a financial coach since 2019, I have helped individuals and families solve their cash flow questions. The best retirement plan can easily not become reality if the cash flow methodology is not aligned with the plan. I work with clients to ensure their day to day spending behavior aligns with their multi-year financial goals. I grew up talking about retirement planning at the dinner table. During college, I studied to become an actuary. I have an expert knowledge of the mathematics of retirement planning. If you were to work with me, I can help you create a summary plan to answer questions such as: Am I contributing enough to my 401k? Can I retire at 60 or do I have to wait until 65? I have had clients use my services to become educated on the basic components of a successful retirement plan prior to contacting a financial advisor for a comprehensive plan. Whether you just signed up for ProjectionLab, or are a long-term user with some questions for how to create a retirement budget, I am happy to help!
Ideal Clients
Early Career
Mid Career
Pre-Retirees
Focus Areas
Budgeting
Retirement Planning
Debt Paydown
Pricing
Hourly
Package
*$100/hr - Ad-Hoc One-Hour Video Session; *$375 - Turn-key ProjectionLab Plan: Includes three one-hour video sessions: 1st - Planning; 2nd - Version 1 of Plan; 3rd - Final Version of Plan; and outside of session time to create optimal plan aligned with goals.
Availability
Accepting new clients
Credentials
AFC Candidate - Certified in YouNeedaBudget & MyBudgetCoach
Business
Personal Wealth Adventures
Location
Alexandria, Virginia, United States of America
Meeting Options
Remote
Languages
English
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