North Bethesda, MD
Meets Virtually:
Meets In-Person:
Accepting New Clients:
Nick Booth, CFP®, CDAA
North Bethesda, MD
Meets Virtually:
Meets In-Person:
Accepting New Clients:
Quarterly Subscription
$297+
One Time Fee
$600+
- Young Professionals
- Pre-Retirees
- Government Employees
- Newlyweds/Couples
- Families with Children
- Investments
- Pre-Retirement Planning
- Tax Strategies
- Home Purchase
- Early Career Planning
I’m an advice-only financial planner based in North Bethesda, MD. I offer two services: Financial Scorecard Review (complimentary), and The Clubhouse Membership (on-going or one-time).
My current clients are (generally) 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.
3) A second opinion on their self-managed or advisor-managed investment portfolio.
Check my guide, Where to Start With Money? https://nineinningfinance.com/writing/nine-inning-finance-guide-where-to-start-with-money
To learn more, visit www.nineinningfinance.com.
Read Nick’s newsletter here: https://moundvisits.substack.com/
* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.