Can I work with you on a short term basis? What do you recommend?

Start by scheduling a complimentary 30-minute Financial Scorecard Review. If you want a more in-depth review of your finances, you can sign up for The Clubhouse membership. The initial engagement covers two initial meetings. This includes a review of your goals, values and an initial financial plan focused on what matters to you. If you do not want an on-going relationship, you can revisit your plan on an hourly basis or not at all.

Do you give portfolio recommendations?

Yes, I give portfolio recommendations after reviewing your full financial picture. I take into account a number of factors: risk tolerance, risk capacity, time horizon, investor experience, values and goals, etc.

Are you able to manage my investments for me?

No. Nine Inning Finance is an “advice-only” firm, which means we do not manage your investments. If you are looking for investment management, I’ll be happy to provide a list of advisor referrals whom I trust.

Do you give recommendations to buy financial products?

Yes, but I do not implement and monitor the recommendations for you. It is completely up to you to implement recommendations.

Do you give tax advice?

Nine Inning Finance does not provide tax advice. Please consult your own tax advisor or accountant before purchasing securities. Nine Inning Finance does provide education on tax-efficient vehicles with a focus on asset location and appropriate forward-looking tax strategies such as Roth conversions and tax-loss harvesting.

Do you work with people in every state?

Yes! Nine Inning Finance is registered in Maryland but can team with you if you live in a different state, including Washington, DC. *Exceptions include Texas and Louisiana due to state rules.